inflation

In our recent investor webinar, we discussed three issues that are challenging investors in today’s market and how we are managing these issues in Pengana’s Australian...

Economy-wide measures of inflation come with inherent flaws. This is through no fault of the agencies charged with measuring inflation (domestically it’s the...

QBE is currently trading at a 27% discount to the ASX200 on a 12-month forward basis, 16% below its 10-year average. Blake Hendricks from Firetrail outlines three...

Like many of us, Rob became serious about investing for the love of his family. Rob’s initial goal was to ensure he and his wife had enough income to support a...

Consumer inflation was up by 5.4% in recent US data - in line with expectations. But Scott Williams from Fiftyone Capital reckons that a deeper look reveals a sleeping...

Much has been written on the failure of the Reserve Bank to achieve its inflation target in recent years. Bill Evans and The Australian Financial Review have argued...

The US inflation print, out overnight, continues to have something for everyone. Here’s our favourite graph, produced by the Council of Economic Advisors (CEA), which...

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey. Although most Fidelity analysts...

The ‘value trade’ continues to do well as inflation concerns, whether you think it is transitory or real, point to rate rises and tapering of quantitative easing....

Commodities have faced a protracted period of uncertainty since the global financial crisis. But with multiple structural tailwinds and the risk of inflation making...