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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. The sharp rise in inflation in the world’s developed economies has investors and central bankers running scared. It’s an old enemy, and the playbook for beating it has not…

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? It’s fear and loathing season, but equities continue to rally. This is funny to watch, for the simple reason that it gives us an opportunity to imagine the kind of investor partaking in (and driving)…

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. “The challenge here for the Fed is that we have price increases that are outpacing wage increases; rent increases that are accelerating; and the worry that workers don’t go…

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
    Good and bad news in wake of Ukraine

    While neither Ukraine or Russia are particularly large trading partners for the West, the risks created by the conflict aren’t negligible – and could easily spill over to the global economy. “The potential economic risk (of the Ukraine conflict) has three primary transmission mechanisms: higher global energy prices, further supply chain disruptions and a European…

    Lachlan Maddock | 4th Mar 2022 | More
  • ‘They stuffed it up’: RBA plays catch up

    The RBA is lagging its global peers with light touch monetary policy and lax guidance that will hinder, rather than help, markets and the economy. “The RBA had a good first 18 months of Covid and then it came off the rails a bit towards the end of last year and into this year,” Stephen…

    Lachlan Maddock | 28th Jan 2022 | More
    Market storm won’t change winners and losers

    A storm has hit global equity markets. But investors should ignore the blood on the floor and focus instead on the big structural changes that will underpin earnings for decades to come. “The storm that’s hit Australian equity markets in the last couple of days is a storm we’ve been sitting in for the best…

    Lachlan Maddock | 25th Jan 2022 | More
  • Grantham calls ‘the death of the vampire’

    Jeremy Grantham believes the “superbubble” he’s been warning about for years is now on the brink of collapse – and that the “wild rumpus” can begin at any time. Calling the collapse of a market bubble is anybody’s game. One needs only to know that it exists – something now patently obvious to any investor…

    Lachlan Maddock | 21st Jan 2022 | More