inflation

With interest rates, inflation, and credit spreads still sitting close to record lows, the most important question for fixed income investors is how this could change...

Environmental, Social, and Governance (ESG) ETF use has exploded over the last few years in Australia, with total assets under management (AUM) surpassing $1.5 billion...

Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from investment newsletters. I have an alternative scenario for...

In 2006, at just 35 years of age, following a stellar career as a financier and economist in the US, Kevin Warsh was appointed to the US Federal Reserve Board,...

Volatility is part and parcel of investing in markets. Why then do investors absolutely panic when volatility hits their winning play? In this video, Nick Griffin,...

A year ago, the big worry was depression and deflation, but the big worry now appears to have shifted to inflation. Just as share markets surprised with their rebound,...

There are few investors currently prepared to take a contrary view on inflation. Most are expecting it to rise but view it as transitory - a shorter-term consequence...

Morgan Stanley has just released its mid-year global update. This is an opportunity for our global team of more than 750 analysts, strategists and economists in 21...

In this note, I want to dig a little more into the topic of inflation, which I first mentioned in my comments of August last year. Raising the subject of inflation, in...

Markets and commentators alike are fixated on inflation, as signs suggest it is coming and will be anything but transitory. Meanwhile, most central banks –...