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US disinflation to put the brakes on rate hikes, but debt ceiling concerns remain: Invesco

“I believe inflation is largely in the rear view mirror, and the Fed will not be hiking again,” said Invesco’s chief global market strategist Kristina Hooper. And the trend could be a global one.

Tahn Sharpe | 29th May 2023 | More
Whisper of tailwinds blowing as inflation soften: Neuberger Berman

While still high, inflation in developed economies is showing signs of slowing down according to New York-based investment management firm Neuberger Berman, with markets set to benefit from increasingly stable conditions.

Tahn Sharpe | 26th Apr 2023 | More
Central banks face a no-win situation: Ruffer

They can either tighten policy to squash inflation or ease to prevent financial contagion, but there’s no right answer for central banks according to Ruffer’s Duncan MacInnes.

Duncan MacInnes | 26th Apr 2023 | More
  • Negative-yielding debt and the limitations of benchmarking

    Negative-yielding debt topped US$18 trillion at its height in late 2020, representing a quarter of global bonds outstanding at the time. With the stock of negative-yielding bonds now yielding in the positive, owners of the debt face ugly marked-to-market losses – but counter-intuitively, there were investors willing to buy them.

    James Dunn | 20th Feb 2023 | More
    Inflation peaking, but ‘conflicting forces’ keep rebound at bay: Sage Capital

    Green shoots of relief from central banks will take some time to filter into the economy due to a confluence of factors according to Sage Capital.

    Tahn Sharpe | 12th Jan 2023 | More
    When preparing for the worst is fraught with danger

    With central banks running out of meaningful avenues to impact economies and markets rife with volatility, many investors will be tempted to dial back risk as much as possible.

    Drew Meredith | 24th Oct 2022 | More
  • ASX ends Friday lower as energy stocks slump

    ASX sinks to first loss in a month, retailers powering ahead, materials weaker The ASX200 (ASX:XJO) finished the week on a negative note, falling 0.6%, delivering the first weekly loss in over a month, down 0.9%. It seems the number of divergent outcomes for 2021 is increasing by the day, with talk of an inflation spike, countered…

    The Inside Adviser | 21st Mar 2021 | More
    ASX trades down despite positive jobs figures

    ASX continues to weaken, unemployment surprises, NZ nearing second recession The ASX200 (ASX:XJO) finished another 0.7% lower on Thursday, with every sector but miners and retailers falling. Amongst the biggest detractors were the Commonwealth Bank (ASX:CBA) and CSL Ltd (ASX:CSL), down 1.6% and 1.9% respectively. The sell-off came despite what appears to be great news for the economy; the unemployment rate…

    The Inside Adviser | 18th Mar 2021 | More
  • ASX200 follows global markets higher

    ASX200 follows global markets higher, economic data flows, inflation of little concern, Metcash (ASX:MTS) continues to deliver The ASX200 (ASX:XJO) finished another 0.8% higher on Tuesday, with every sector but energy and materials delivering positive results for the day. CSL (ASX:CSL) continues to catch up on the market after a slow start to 2021, adding 2.3%. The company…

    The Inside Adviser | 16th Mar 2021 | More
    ASX lifts a touch to overcome tech losses

    ASX delivers small gain, Future Fund leads renewables deal  The ASX200 (ASX:XJO) finished slightly higher, adding 0.1% to commence the week.  The IT sector continues to feel a great deal of selling pressure with Afterpay (ASX:APT) falling another 4.5% as investors continue to pivot towards more sustainable, undervalued sources of returns. The share price is now nearly 30% off…

    The Inside Adviser | 15th Mar 2021 | More