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A few bad apples, or is the whole financial orchard at risk?

The crippling doom loop between the banks and the real economy we saw in 2008 is unlikely to feature in the coming recession, says Ruffer’s Jamie Dannhauser, who is more concerned about a violent liquidation in financial markets.

Jamie Dannhauser | 31st May 2023 | More
‘Everybody’s waiting for the other shoe to drop’ on private valuations

There’s fairly wide disagreement about what private market outperformance will look like in the future, and investors are sweating the amount of money pouring into the asset class. At least the question of valuation is less frenzied than six months ago.

Lachlan Maddock | 3rd Mar 2023 | More
Marks: Turn and face the (sea) change

Howard Marks doesn’t place much weight in macro forecasts, but has helpfully provided one of his own for the years to come. In his view, nearly everything that used to work won’t work now.

Lachlan Maddock | 18th Dec 2022 | More
  • Research Affiliates hoses down rapid inflation reversal hopes

    Entrenched inflation will likely last longer and prove harder to stamp out than most investors acknowledge, according to a new analysis from quant shop Research Affiliates.

    David Chaplin | 2nd Dec 2022 | More
    ‘We’re all creatures of the present’: Look to history for future of equities

    Jerome Powell is bent on “driving the car into the ditch”. But if history is any indicator, widespread fears of low single digit returns for equities are overblown.

    Lachlan Maddock | 11th Nov 2022 | More
    Why inflation will last decades longer than you think

    Central bankers are hoping to subdue the inflation beast by the end of the calendar year. But it will likely be around for decades to come.

    Lachlan Maddock | 6th Jul 2022 | More
  • The ‘high powered mutants’ are driving the bear rally

    It’s the end of an era as the bear emerges from hibernation. So who’s staying in, and who’s doubling down?

    Lachlan Maddock | 2nd Jun 2022 | More
    Extreme weather, persistent inflation: ‘peak fear’ is here

    Wildly anomalous times are giving rise to a new inflationary paradigm, and Lazard’s Ron Temple has climate change, mitigation risk, and equity duration on his mind.

    Lachlan Maddock | 1st Jun 2022 | More
  • INSight #190 with Harindra de Silva from Allspring Global Investments

    Harindra de Silva from Allspring Global Investments shares insights with James Dunn from The Inside Network on “Can the Fed avoid inflation becoming entrenched and maintain growth?”

    Investor Strategy News | 9th May 2022 | More
    US prepares for tough medicine

    While markets have so far shrugged off the inevitable rate rises, there’s plenty more to come – and the global outlook keeps getting gloomier. The Fed’s decision to unleash massive monetary stimulus in the early days of Covid-19 (and in nearly every economic crisis before it) ushered in a brief golden age for markets. But…

    Lachlan Maddock | 6th Apr 2022 | More