inflaton

Some hedge fund strategies are well placed to benefit from key macro trends unfolding in 2024

As we look ahead to 2023, it can be said with a reasonable degree of confidence based off the experience of the last few years that ‘uncertainty is the only certainty’.

With inflation still the word on everyone’s lips, our podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment....

What's that noise, you ask? That’s the sound of pressure being released out of the market. We've heard an ever louder cacophony of bearish market calls in recent...

Since mid-June there has been a powerful rally in global stock markets. The idea that the US Federal Reserve might have turned dovish combined with a US earnings...

Everybody knows that consumer prices in Australia, Britain, the U.S. and other countries have risen rapidly over the past year, and most investors know that they’re...

Inflation is increasing rapidly around the world, with Australian consumer price inflation hitting its highest level in more than 20 years at 5.1%. In response,...

There are several unique characteristics that make the insurance sector attractive in the current environment, including some company-specific factors which have...

There’s an old joke about one person asking another how to get somewhere. The answer: “First off, I wouldn’t start from here.” That punchline works for an investor...

Inflation has received a lot of attention in 2022 and the impacts have been pretty widespread so far. For example, supply shortages have resulted in product mark-ups...

In the world of business, there are ‘price makers’ and ‘price takers’. Companies that have pricing power from strong market positions in good industries, with wide...

Central banks remain steadfast in their message that the current bump in inflation will prove short-lived. Companies are less sure. A frequent message we have heard...

The Delta variant has become the predominant strain of COVID-19 in much of the world. In response, we're seeing a return to lockdowns and other socially...

The G & T might be replaced with the T & T on the Northern Hemisphere cocktail circuit this summer – tapering and transitory will feature prominently in conversations...

The local market had a choppy flat day on low turnover. We have now finished three weeks of low turnover as holiday season takes effect. Tech and telecom were the best...

With multiple companies making progress in the vaccine space, we have begun to envisage a post COVID-19 investment world. This article will aim to discuss: 1. The...

Last month, there was probably no one more surprised than Australian Prime Minister, Scott Morrison – or “ScoMo” – to which he is commonly referred. ScoMo had just won...