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Invesco: Not all portfolios will float as rates rise

Senior secured loans act as an important inflationary hedge in times of rising inflation according to the firm’s chief investment officer.
Ishan Dan | 3rd Nov 2022 | More
US economy trapped in wage-price spiral, threatening ongoing stagflation

Chinese deflation is exacerbating US inflation, which could lead to further wage price spiraling and a US core inflation figure stuck above 3.5 to 4 per cent according to BCA Research.

Ishan Dan | 27th Oct 2022 | 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
    • Higher costs and rising rates trigger a strategy shift in private debt

    Alceon is mindful of challenging conditions and rising costs for purveyors of private debt, but has a confident outlook with positive signs starting to show.
    Ishan Dan | 15th Sep 2022 | More
    From inflation to recession, Joseph Kalish calls it as it is

    Inflation may be peaking but no recession in sight says Joseph Kalish.
    Ishan Dan | 8th Aug 2022 | More
    Midyear Outlook: Income arrives in many shapes and sizes

    Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation, interest rates and the possibility of recession.  Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the…
    Stephen Dover | 28th Jul 2022 | More
    • INSight#175 with Sean Fenton from Sage Capital

    Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on ‘Is inflation a major concern for Australian equity portfolios?’
    The Inside Adviser | 4th May 2022 | More
    Managing rising inflation and volatility: INDepth with Sean Fenton from Sage Capital

    Sean Fenton from Sage Capital goes in-depth with Peter White from The Inside Network on ‘Managing rising inflation and volatility’.
    The Inside Adviser | 4th May 2022 | More
    • The missing piece behind a dovish central bank policy

    Christopher Joye and his growing team at Coolabah Capital regularly stand out among the smartest minds in the industry. Whether analyzing the topic of credit spreads in bond markets or COVID-19 infection rates, they have shown an innate ability to look beyond headline data and connect the dots with what is occurring in the real…
    Drew Meredith | 1st Jul 2021 | More
    ‘Rampant speculative activity’ coming to an end – Bell AM

    Inflation and rate rises are back on the table it seems, after this week’s US Federal Reserve Board meeting, Chairman Jerome Powell indicated that rate hikes could come in 2023, but no mention of when scaling back of bond buying would begin. His comments took markets by surprise signalling a change in policy sooner than…
    Ishan Dan | 24th Jun 2021 | More
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