inflation

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...

The US is at the centre of financial markets: When it sneezes, the world catches a cold. So recent concerns around inflation have put the world on notice. But,...

Howard Marks’s latest memo on the “topic du jour” of inflation stretches to about 15 pages, around 8,000 words and graciously references the work of dozens of his...

“Inflation is not a problem.” That seems to be what the bond market is saying, an important bellwether as bonds are particularly ill-disposed towards bouts of...

The Australian economy has weathered the COVID-19 storm spectacularly well. Households are spending, disposable incomes are up, a record 63% of the population is...

Inflation has been an especially hot topic in recent quarters. A range of factors have come together to see inflationary expectations increase and the core Consumer...

Capital markets do not always behave as expected, as evidenced by the decline in core government bond yields in recent weeks, and the flattening yield curves that have...

I’m borrowing from Financial Times columnist Merryn Somerset Webb’s expression that inflation is a wealth tax because it so elegantly puts into relief what the current...