inflation

COVID-19 has changed the world and the repercussions will be felt in the bond market for several years. But the message from markets is murky, at best. We're at the...

Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...

Since the hawkish Fed meeting in June, investors have talked of a ‘policy mistake’ that could undermine the central bank’s Flexible Average Inflation Targeting...

Headline monthly consumer price index (CPI) figures are not enough to tell us if inflation will linger beyond the coming months. The pace of economic recovery and the...

With the latest US CPI reading over 5%, we have been receiving a number of questions from investors about what this means for the future composition of our...

We believe inflation linkage is a key attribute of infrastructure as an asset class. And we’re often asked to prove it, especially now with fiscal and monetary...

It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s...

To be forewarned is to be forearmed, and so we thought it’s worth sharing some insights on themes that investors should keep an eye on. 1. Income: this is...

To many investors today the subject of inflation presents three burning questions. 1) When will it really hit? 2) How badly will it hit? 3) How can we prepare our...

The financial year has ended and it’s a fitting time to take stock of what’s transpired and to also look ahead. Double-digit gains across many share markets featured...