inflation hedge

Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery, new Chinese stimulus measures, higher commodity...

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?

When you are looking for consistent earnings, tried and true methods can pay off, particularly when it comes to this asset class.

When you find a company with an attractive business model, it is always worth a deeper dive.

“Investing puts money to work. The only reason to save money is to invest it” – Grant Cardone Surging inflation is a reality all individuals, investors,...

If 'pandemic' and 'vaccine' were Merriam Webster's 2020 and 2021 words of the year respectively, then I'd put good money on 2022's being 'inflation'. It has been a...

Inflation can be detrimental to an investor as it chips away at savings and returns, but property can be used as a hedging strategy. Here, Cromwell Funds Management's...

Johns Lyng Group (ASX: JLG) recently announced the acquisition of US insurance repair company, Reconstruction Experts. An acquisition by JLG was widely expected, but...

Gold is in a sweet spot; in our view, this could be an opportune time to invest into those companies that benefit from the rising gold price, its miners. Gold prices...

We have a relatively sanguine outlook on inflation, as discussed in “Part 1: Inflation – Tall Tales and True Causes.” Perhaps you don’t share our view. Or perhaps like...

While the Fairlight investment process is predicated on bottom-up fundamental stock research and is not reliant on macroeconomic forecasting, one factor carefully...

Preserving capital whilst maintaining real income in an inflationary environment is an important challenge for investors to consider. Andrew Lockhart, Managing Partner...

Not really. In the words of Seth Klarman the legendary deep value Boston based hedge fund manager (of Baupost): “Never stop reading. History doesn’t repeat, but...