inflation

We are now in Spring – and appropriately enough for a traditional time of growth and harvest, let’s discuss food. Throughout history, the development of our society...

The concept of diversified portfolios was first popularised by Harry Markowitz’s 1952 “Modern Portfolio Theory”, which outlined the basic tenets of how risk-adjusted...

This week, the OECD recommended a review of the RBA. They noted the persistent undershooting of inflation, and a variety of factors that might have led to over-tight...

Central banks remain steadfast in their message that the current bump in inflation will prove short-lived. Companies are less sure. A frequent message we have heard...

Supply chain issues were cited by company management numerous times during the recent reporting season and were attributed as one of the key reasons behind operational...

The Reserve Bank Monetary Policy Committee announcement last week was one of the most highly anticipated for many years. The recent series of readings on the New...

In his speech at the annual Jackson Hole Symposium, Federal Reserve chairman Powell sent three key messages. Firstly, he confirmed that the test of "substantial...

The recent second-quarter US earnings season highlighted how robust and broad-based its economic recovery has been, with healthy wage growth and ramping industrial...

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...

We covered inflation in a lot of detail in our four-part series earlier this year. So far, the inflation cycle is playing out largely as foreshadowed. In particular,...