inflation

We are in the fourth and final mini reflation cycle of this 12-year bull market. Price signals across capital markets are suggesting we have reached an important...

If 2020 was a wild year for equities, 2021 has been just as exciting for fixed income investors. In February, a sharp rise in bond yields and inflation expectations...

Sustained inflation will remain elusive and the recent uptick is transitory rather than part of a longer-term shift, says Jamieson Coote Bonds' Charlie Jamieson....

This is the final in our series of four posts on the contrarian view for inflation. This time we look at what to do from an investment perspective. The inflation...

Paul Skamvougeras has the privilege of managing Perpetual's Wholesale Concentrated Equity Fund, one of Australia's longest-running unlisted managed products. As the...

Fidelity International’s Kate Howitt took the road less travelled in her journey to become one of Australia’s most respected fund managers. After completing an...

This is the third in a series of four posts on the contrarian view for inflation, this time dealing with the inventory supercycle. Part one: See here. This dealt...

Inflation has emerged as the word on everyone's lips as economies reopen and stimulus continues to flow. But Jasmin Argyrou, portfolio manager and director at Credit...

Given inflation is the most prominent theme in global investment markets, I wanted to provide some thought and insight into what the various outcomes of inflation...

Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern...