inflaton

Value investors and holders of energy stocks will fare decently; “growth” and tech speculators should prepare for disappointment – or worse.

Tech prices having swung from consistently falling over recent decades to posting large gains, although non-tech inflation is also high.

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...