Wage inflation, de-carbonisation and localisation are driving structural inflation and investors need to reposition their portfolios accordingly, according to Chester ...
Fears about inflation are premature and overplayed and could impact investors’ portfolios, according to deVere Group.
The high valuations of technology firms could be challenged if inflation is to rise quickly, according to fund managers.
The threat of rising inflation has been voted as the largest tail risk for markets, surpassing the COVID-19 pandemic for ...
Inflation is likely to increase in the short-term but this will not be lasting given high unemployment and the ongoing ...
Reflation issues with bond markets and central banks will continue through 2021, according to First Sentier Investors.
Higher inflation expectations are expected to continue for the next 12-18 months after February saw bond yields reach the highest ...
Even with the unemployment rate at a 50-year low, there are not any signs that inflation is accelerating.
There is a very high likelihood of a cyclical recovery and further spread tightening in corporate credit due to stronger ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
