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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Super is at peak illiquidity: UniSuper CIO

John Pearce, the chief investment officer of the $170 billion UniSuper, told Investment Magazine 's new podcast, the CIO Series, that demographic shifts mean Australia’s super funds are at “peak exposure” to illiquid assets, while the resurgence of the retail platforms could create near-term liquidity constraints.

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