inflation

In February, Australia had the worst performing government bond market in the developed world. The Australian 10-year government bond posted a -7% total return, while...

Discussing if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures. ...

Investors' favourite word last year was “unprecedented," but this year “reflation” appears to be on everyone’s lips. For central bankers and investors, breakeven rates...

With all eyes on the upcoming reporting season, the Aussie equities market will need some seriously good earnings results to meet rising ASX valuations. At Paradice...

When it comes to investor psychology, the Ancient Greeks knew what they were talking about. They categorised people as either hedgehogs or foxes. Foxes, they said,...

One thing I like about marathon running is the well-defined end-point. You train hard for a few months, eat well, dial it back for a week and then it’s race day. Once...

Articles and presentations about Modern Monetary Thinking (MMT) are often annoyingly one sided. This isn’t too surprising given the policy recommendations by MMT’s...

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...