Inflation volatility to drag on as world decouples into rival camps

In episode 127, Investment Magazine’s Julia Newbould speaks to Richard Bullock, senior geopolitical strategist at Newton Investment Management about today’s economic environment.

It is the time for geopolitical strategists to start using all their tools – there is war in Ukraine and Russia, ongoing tensions between China and Taiwan, a change in world order, a move towards global energy transition and the emergence of a new financial system across various economies – and the outlook is inflation volatility will continue as the world splits into rival camps.

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Anna Shelley on the investment opportunities of a fragmented world 

AMP chief investment officer Anna Shelley thinks that “pervasive” macroeconomic and geopolitical changes will effect markets for years to come and fundamentally alter the investment landscape for asset owners.   Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of

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