inflation

Investment Strategy

Next level monetary policy to permeate everything in 2021: Bridgewater

Central Banks have move to a policy regime where fiscal stimulus is an even bigger lever with short-term interest rates in the US likely to will remain on hold at least through to 2023, Bridgewater's Rebecca Patterson has said.

Sarah RundellDecember 16, 2020

Fixed Income

Post pandemic economy could be more challenging than markets expect

Low inflation will be one of the key characteristics of the challenging macro economic environment that lies ahead, due largely to the ageing population leading to weaker aggregate demand, PGIM Fixed Income's Nathan Sheets says.

Ben HurleyNovember 18, 2020

CIO profiles

Hardest hit unlisted assets present longer-term opportunities: Sunsuper CIO

Emerging evidence has helped funds refine their scenario planning to get a better feel for how investments will perform, according to Ian Patrick, who is considering a number of factors including lock down time frame changes and societal shifts in his forward economic and asset value assumptions.

Ben HurleySeptember 18, 2020

CIO profiles

AustralianSuper ‘re-risking’, Mark Delaney sees positive economic outlook

The world’s ability to manage Covid-19 will progressively improve over time, says Mark Delaney, the CIO of Australia’s largest superannuation fund, and the economic recovery has so far been faster than with other major recessions.

Ben HurleySeptember 14, 2020

Fixed Income

The new defensive: Is there life after bonds?

Investors are facing some deeper thinking about defensive asset classes, portfolio diversification and income generation in light of the diminished attributes bonds now hold in light of unique circumstances financial markets are throwing up. Experts discuss the evolving environment and consider relevant defensive strategies.

Matthew SmithJuly 27, 2020

<1of2>

inflation

Investment Strategy

Next level monetary policy to permeate everything in 2021: Bridgewater

Fixed Income

Post pandemic economy could be more challenging than markets expect

CIO profiles

Hardest hit unlisted assets present longer-term opportunities: Sunsuper CIO

CIO profiles

AustralianSuper ‘re-risking’, Mark Delaney sees positive economic outlook

Fixed Income

The new defensive: Is there life after bonds?

Investment Strategy

Australia’s super industry should chase inflation-based returns

Investment Strategy

Why equities haven’t disconnected from reality

Fixed Income and Credit Forum

Investors manoeuvre as inflation uncertainty abounds