inflation

Funds management

Platinum adds protection for market correction

Platinum has increased its cash weighting on its International fund to 34% as it is fearful of an impending market correction. ...

Funds management

Resources to act as hedge in rising inflation world

Resources still have a “bright future” and could provide a hedge against inflation in an inflationary world but will be countered by the lower demand for coal, according ...

Funds management

The two areas benefiting from inflation

Ahead of the Federal Reserve’s Jackson Hole symposium, high inflation might still present opportunities in small caps and in value stocks, according to American Century....

Funds management

RE investors should not fear inflation

Investors in real estate, both direct and listed, can benefit from a higher inflation environment, according to Quay Global Investors....

Funds management

Vaccine boost means two negative quarters “unlikely”: RBA

While the September quarter will see negative growth, the Reserve Bank of Australia believes it is “unlikely” to see two negative growth quarters as people get vaccinated...

Funds management

Investors should focus on quality

Investors should focus on guarding for inflation, searching for income, seeking quality companies as well as looking beyond stocks and bonds for the remainder of 2021, ac...

Funds management

Inflation pressure could last next three years

According to a survey of investment professionals, inflation pressure could last the next one to three years because of demand-focused accommodative monetary policy with ...

Funds management

Infrastructure assets unimpacted by higher inflation

Higher inflation and interest rates will have little impact on the valuations of regulated infrastructure assets, according to infrastructure asset manager ClearBridge In...

Funds management

Rising inflation challenging for income investors

Income investors face challenges to preserve capital due to the rise in global inflation, which forces them to look for cash alternatives, according to the boutique inves...

Funds management

Equity risk if inflation passes 4%

A rising inflation environment could benefit value stocks in the near term but, if inflation passes 4%, then it could start to ‘choke’ equities, according to T. Rowe Pric...

Funds management

Natural resources offering inflation hedge

Two funds focused on natural resources have returned more than double the best-performing Australian equity fund....

Funds management

Complacency at extreme levels as optimism surges

Positive economic signals mean State Street Global Advisors is the “most optimistic” it has been in years but is worried the market is now more vulnerable to shocks....

Funds management

How to 'inflation proof' a portfolio

Holding exposure to base metals could help investors to “inflation-proof” their portfolios, according to Amundi, as the rising inflationary environment requires a differe...

Funds management

Inflation unlikely to raise further: BofA

Almost three-quarters of respondents believe inflation is only transitory, according to a Bank of America survey, and that inflation expectations have peaked while tech w...

Funds management

Modify portfolios to take account of inflation

Investors should modify their portfolios to take account of high inflation, particularly exposure to real assets, according to Datt Capital....