inflation

COVID-19 is the destructive force that’s shaken the tectonic plates of financial markets and sparked a rethink of how portfolios and risks need to be managed in the...

The US just printed 5% inflation. Any number of pundits are suggesting investments from commodities to value stocks to protect your investment portfolio from rising...

Google searches for the term “inflation” doubled in May from the 2020 average, hitting the highest level since 2009. More curiously – but obviously linked – searches...

With inflation spiking as the world adjusts to the post-Covid regime, investors are naturally interested in how their portfolios might perform in an inflationary...

The closure of Australia's international border has seen a collapse of non-resident employment as foreign workers returned home. This has contributed to the largest...

A good value investor will buy cyclical stocks on high multiples at the bottom of the cycle. This is when earnings have troughed. Computershare (ASX:CPU) will soon...

When Simon Doyle of Schroders Australia takes a broad view of the recent performance of capital markets and thinks about the undercurrents of shifting geopolitical,...

Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...

As Australian shares race to fresh record highs, our large-cap duo Matthew Haupt and John Ayoub believe that investors are nearing a pivotal moment of time that will...

Throughout our discussions with the managers of Australia’s top-rated funds, it’s become evident that their views around the biggest tail risk for markets have...