US President

As inflation normalises, management teams with superior cost-out programs will thrive.

The link between oil prices and inflation isn't as clear cut as it might first appear

The production cut announced by OPEC+ last week, which will reduce oil output by more than 1 million barrels per day, is just the latest piece of bad news for the...

A supercycle bull market in bonds, which saw 10-year yields fall from around 16% to lows last year of around zero (and lower still in some countries) has been a key...

For many value investors, the Shiller Price/Earnings ratio is the holy grail. The ratio has several problems, which make it look way more expensive than it is. If we...

Investors who ignore Afterpay (ASX: APT) and other listed financial technology firms bent on disrupting banks risk missing out on impressive returns. So said Munro...

Key takeaways: The companies within the Morgan Stanley International Equity team’s portfolios are encouraging consumers to live more sustainably, with ...

Over the last decade or so, it seems geopolitical risk has become increasingly significant for investors – particularly with the 2016 Brexit vote and Donald Trump’s...

It may seem like a distant memory now, but for much of 2018 and 2019, global markets were periodically shocked by the unorthodox diplomatic moves of then-President...

Turbo-charged US economic growth underpinned by record levels of cash stimulus bodes well for global stock investors over the shorter term at least, says Ellerston...

The macro-environment ahead is largely good news for investors, says Charlie Jamieson, CIO of Jamieson Coote Bonds. “The prospect of rising inflation is opening a...

In calendar 2020, the US Treasury issued US$4.4 trillion of new debt to both undertake and fund its “rescue and recovery” plan for the US economy. Of the bonds that...

In terms of the global backdrop, the election victory of Joe Biden in the US and news of several potentially highly effective vaccines against COVID‑19 (the disease...

There are four key phases of the US Presidential election cycle that will play out over the next 18 months. The pre-caucus debate phase starts this week, on 26th June,...