inflation

With the ever-evolving post-COVID landscape, some investors see risk and others see opportunity. Yet, the outlook remains layered and complex based on a range of...

We believe the one thing investors cannot ignore in 2021 is whether the businesses they are invested in have pricing power. Many people are forecasting an increase in...

To say it’s been a tumultuous year is to put it mildly. It’s been a year of bushfires and floods, of crushing self-isolation and illuminating self-reflection, of a...

It takes 365 and a quarter days for the earth to revolve around the sun – or what we commonly call a year. A lot can happen in that rotation time as 2020 is testament....

Apart from a couple of oil-related spikes, you have to go back 30 years to find inflation consistently above 5pc. Since the early 1990s, consumer prices have risen...

Few would have imagined 2020 turning out as it has done but MLC can at least claim that thanks to its investment architecture — Investment Futures Framework — the...

Despite a 35% or so plunge in share markets earlier this year; on the back of the pandemic and rough patches in 2018, 2015 and 2011, well diversified Australian...

They say justice is slow as well as blind: ‘Justice limps along but gets there in the end’ - Gabriel Garcia Marquez. Trends in financial markets can be like that,...

Inflation risk is an important consideration for fixed income investors and something we aim to mitigate through active management. Rising inflation has a detrimental...

This month we consider whether it is premature to start thinking about inflation protection. The H1 2020 pandemic-led recession has almost certainly secured a low...