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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CFS CIO warns on AI ecosystem’s tangled capital web

The scale of the financial web that binds the corporate AI ecosystem together has never been seen before in markets, and investors have little understanding of how and where it could break in the event of a serious repricing, according to Colonial First State chief investment officer Jonathan Armitage.

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