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Inflation more nuanced, so what’s the likely path for rate hikes?

The Reserve Bank of Australia officially joined the hiking party this month, and while the implications for Australian homeowners and businesses is important, it has little impact on the global economy.

Drew Meredith | 9th May 2022 | More
‘Golden age” for quant in China

“We all think we know China, but you won’t think of China the same way after this presentation” explained James Dunn, host of The Inside Network’s Equities and Growth Assets Symposium held in April. He was introducing Lewis Prescott, international CEO of Mingshi Investment Management, a multi-billion-dollar quantitative equity manager that recently launched in Australia….

Ishan Dan | 28th Apr 2022 | More
  • Analysts tip May rate rise as inflation soars to 21 year high

    Several economists are now expecting the central bank will raise interest rates next week given a jump in inflation to a 21-year high of 5.1%, which would be the first rise in interest rates during an election campaign since November 2007, and coming ahead of several forecast rate rises in the second half of 2022. …

    Nicki Bourlioufas | 28th Apr 2022 | More
    How will the Federal Budget affect your client’s portfolio?

    The Federal Budget unveiled this week was clearly intended to be an election-winning budget prepared to win over the public with many of its generous promises. Budget time doesn’t usually move markets, but with inflation on the rise, the market is on edge. In the 2022-23 budget, Treasurer Josh Frydenberg delivered a long list of…

    Ishan Dan | 31st Mar 2022 | More
  • Six common misconceptions about inflation

    Inflation has been garnering headlines throughout the world in 2022. Economists, journalists, and investors across the entire asset-class spectrum are all seeking to understand the implications of an inflation rate that has reached multi-decade highs. Yet despite all the headlines, the concept, trends and issues remain poorly understood, that is, according to a recent white…

    Drew Meredith | 24th Mar 2022 | More
    U.S. Fed rate hike implications for portfolios

    The US central bank announced a quarter percentage point increase in its benchmark rate overnight, which was widely expected. For the first time in three years has it increased rates and it expected to keep this going until they reach between 1.75 percent and  2 percent by the years end. Sonal Desai, CIO of Global…

    Ishan Dan | 17th Mar 2022 | More
    Rates are unlikely to rise as aggressively as current market pricing suggests

    Inflation is set to rise on the back of higher oil and commodity prices, driven by supply concerns due to the conflict in Ukraine and the recent floods. This has caused pundits to shift their stance to become overly aggressive on rate expectations. However, portfolio manager Anthony Kirkham of Western Asset, a global active fixed-income…

    Ishan Dan | 11th Mar 2022 | More
    Advisers can no longer ignore the macro

    With volatility and inflation on the rise, things aren’t looking too good for the near future; that’s the broad view of the Global Macro team at JP Morgan. Speaking at the Inside Network’s Alternatives Symposium, held on February 23, Josh Berelowitz, portfolio manager in the macro strategies team, confirmed our worst fears, saying “traditional beta…

    Ishan Dan | 7th Mar 2022 | More
    This is not time to buy the dip: Amundi

    Multi-trillion-dollar global asset manager Amundi this week released a timely commentary to assist investors to navigate the challenging market environment. In this type of uncertainty, it pays to gain exposure to as many different views as possible, with the France-based Amundi offering a unique, on-the-ground, European insight. “The worst-case scenario of a Russian attack on…

    Staff Writer | 3rd Mar 2022 | More
  • The perils of yesterday’s logic

    Reimagining portfolios for tomorrow’s reality Increasing inflation volatility represents the greatest challenge to investors for a generation. A new regime and the collapse of the financial market status quo requires us to reimagine portfolios. No longer can we rely on yesterday’s logic. “Inflation is the endgame. Just brace for inflation volatility first.” Do we still…

    Industry Expert | 1st Mar 2022 | More
    Will employment levels fall as borders reopen?

    The reopening of borders to international travellers over last weekend was naturally cheered as a return to some level of normality. Tourism and hospitality operators (those who were able to hold on, that is) now stand to benefit from both a surge in customers and also the potential to attract new staff. Australia has been…

    Staff Writer | 25th Feb 2022 | More
    January’s volatility only a “light shower”: Talaria

    “Don’t ask yourself if it’s going to rain, ask yourself if you have an umbrella, in case it does,” says Hugh Selby-Smith, co-chief investment officer and head of research at specialist global equity manager Talaria Capital. Drawing on decades of experience, the firm’s January investor update offered both a history lesson and an insight into…

    Drew Meredith | 14th Feb 2022 | More