inflation

In recent years, markets have reacted positively to signs of inflation. Inflation has been indicative of improving conditions in the economy, and central banks have...

Bond markets recently slapped equity investors in the face with a 50-basis point reminder of who is really in charge here. As the famous quote from James Carville...

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has...

Although confronted with a maturing growth cycle and the likelihood of more modest returns, the catalysts typically leading to past downturns appear largely absent -...

It was February 4th, 1994, and I was on a plane to LA from Sydney. I was treating myself to 4-week holiday skiing in Aspen and then on to New York; 1993 had been a...

As global expectations of rising interest rates and inflation begin to become more mainstream, investors are wise to pause and reflect on what this means for their...

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains...