inflation

The recent uptick in global market volatility has been driven by fears about price pressures and inflation. My colleague, investment director Andy Budden, answers...

The ‘balanced’ portfolio has become an institution in the financial world. Equities and bonds are the main ingredients and the ‘mix’ determines the categories of...

In our first monthly letter for the year, we highlighted that 2018 was unlikely to be a ‘set and forget’ year for investment strategy. As we approach the second half...

It started out as a whisper in early 2017, but by early 2018, it had reached a roar: “inflation is coming,” they yelled. After a decade mired in sub-par growth and...

Over the past 18 months, the term ‘Goldilocks’ has increasingly been used to describe the global economic climate – neither too ‘hot’ to cause rampant inflation, nor...

While the global economy delivers on growth, the signs are there from the US regarding the pressure of inflation as the Fed raises rates, coupled with indications of...

September 27th, 1983. What comes to mind? What if I include the quote from Bob Hawke? “Any boss who sacks a worker for not turning up today is a bum”. If you are over...

The US economic expansion has just become the second longest on record. If it continues beyond mid-2019, it will be number one. Its longevity is probably due to a...

This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the Atlanta Fed, I have built a new...