stagflation

This month's Signal or Noise Rapid Fire previews one of the most important Federal budgets in recent memory.

As we navigate the ever-evolving landscape of investment, data-driven strategies are emerging as the compass to navigate the challenges posed by rising bond yields,...

In Australia alone, more than $40 billion worth of PE deals were completed by the end of May, research from Refinitiv shows. This squares with an S&P Global study...

Livewire's Meg Kerr recently covered Pinnacle Investment Management's Global Equities Forum. In this wire, you'll find out why Antipodes and Spheria believe now is the...

Peter Lynch once famously declared: “If you spend 13 minutes a year on economics, you’ve wasted ten minutes.” Similarly, Warren Buffett once averred: “If Fed Chairman...

In this month’s Insight, we tackle the great stagflation debate (economic stagnation + high inflation). There is no question that inflation has proved less transitory...

Investors seem to be looking at the same data and drawing vastly different conclusions. It’s like there are two utterly different investment markets in the one...

Stagflation has become a hotly debated topic as inflation expectations rise and growth expectations fall. Stagflation, a hybrid of stagnating growth and rising...

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey. Although most Fidelity analysts...