inflation

High interest rates and weak real earnings growth are pushing consumer spending down and slowing the economy. This is now impacting the revenues and earnings of many...

The market and the Fed are in a tug-of-war over inflation and interest rates expectations. Steven Glass discusses the market implications.

US inflation came in around expectations. It is probably getting better, but there is still the opportunity to see what you want in the numbers. If your view is that...

A review of a difficult '22 and some exciting themes for next year are among the topics covered in this interview with Australian Ethical's Mike Murray.

For professional and wholesale investors only. In our final part of the series, Is private debt ready for recession? Portfolio Manager, Steve Sutinen and I examine...

Inflation will continue in 2023 but what should an investor actually do with this knowledge? Amundi Asset Management have some tips.

Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market...

On 30 November, Fed Chair Powell delivered a speech entitled, Inflation and the Labor Market, at the Hutchins Center on Fiscal and Monetary Policy. Markets surged...

Deutsche Bank released its outlook and it’s not good news for bulls. Recession is coming. Brace yourself for 2023.

Wishful thinking is not normally rewarded by the share market, mainly because it suggests a short-term investment horizon, and remember, great long-term returns from...

Inflation has been the top thorn in markets' sides. But as surges turn the corner, I ask what challenges still lie ahead and how your portfolio should be positioned...

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame. For the 12 months until the end of September, the...

2022 has been a difficult year for investors. If the year ended today, 2022 would be the first year that US stocks and long-term bonds are both down more than 10% in...

Each year, the Neuberger Berman investment leaders identify the 10 key themes they believe will be prominent in markets over the next 12 months.

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...

“A US dollar is an IOU from the Federal Reserve Bank. It’s a promissory note that doesn’t actually promise anything.” – PJ O’Rourke, US humourist The strong US...

Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing...

It was December 2020 when the US Federal Reserve first told us what conditions it would take for the interest rate in the world's largest economy to begin rising...

Fears of a sharp slowdown in global growth have continued to intensify over recent months. Inflation has proven to be stickier than most expected, interest rates have...

Finance headlines are like any other type of news headlines. Sometimes they're based in fact, other times rumour and innuendo, and at worst lies and mistruth.  Yet...