inflation

We live in an extraordinary time for the global economy. Despite supply chain and workforce issues, a commodities boom and rising energy costs, the US Federal Reserve...

Nineteen months since the end of the COVID-19 recession, Morgan Stanley's Nathan Lim believes we are currently well into the middle of the current economic cycle. In...

Given all the bad press it’s copped recently, it might be surprising to learn that inflation isn’t something all investors must fear. Particularly if you hold equities...

While the initial economic and market disruption from COVID was short last year, Shane Oliver from AMP Capital says there will be longer lasting implications. He...

Taking a very long view on inflation data, we see that equities and bonds both perform better when inflation is falling. But what about today’s world of persistent...

Say what you will about the film, but I thoroughly enjoyed 1998-smash Armageddon. For those who haven't seen it, NASA agents discover a large asteroid is set to hit...

The recent RBA backflip has eroded confidence in the Australian bond market and left fixed-income managers fuming. Just to remind folks, the last week of October gave...

Everyone loves a house party until the punch bowl is taken away and the lights are turned on. In this video, Lucerne Investment Partners' Michael Houghton explains why...

Almost every other week, it seems, another Australian large-cap stock is implicated in M&A activity. In some cases, such companies ultimately disappear from the ASX...

In the 1970s, inflation had a critical effect on pushing rates higher, further entrenching inflationary expectations. According to the RBA, the three-month bank bill...