Friday 11th March 2022
The 2022 Ruffer Review explores how turbulence lies ahead for investors as inflation volatility is set to be the biggest challenge for investors in a generation. Also discussed are risk and its repercussions, shifts in global politics and Great Power relations, a warming planet and shifting energy mix, as well as financial disruption and regime changes.
Last year’s global economic rebound, combined with increases in the prices of shares and property, have boosted the number of ultra-wealthy people...
In an era of volatility and heightened societal that influence the sentiment toward sustainable investing, Grace Su, Portfolio Manager at ClearBridge...
Good investing requires real sacrifices, according to Oaktree’s Howard Marks, but you can’t expect to be compensated just for making them.
Wattle Partners' Jamie Nemtsas says the 2026 Federal Budget changed nothing about the July 1 deadline. Division 296, payday super and the new transfer balance...
Physical climate risk is no longer just a sustainability discussion. For advisers, it is becoming a question of asset values, earnings resilience and portfolio...
Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.
Franklin Templeton's Stephen Dover says equity markets have shrugged off the oil shock with surprising composure, but warns that sustained stability requires...
