Yes inflation is low, but that’s already heavily priced in
Recent inflation readings in Australia and the US have reinforced the strong consensus view that inflation will remain very low for a long time.
Recent inflation readings in Australia and the US have reinforced the strong consensus view that inflation will remain very low for a long time.
The Hive is a video series featuring ActiveX fund managers. ActiveX’s Sam Morris and Ardea IM discuss the latest trends in fixed income and what investors should be considering.
Gopi Karunakaran introduces the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (ASX:XARO).
In this Livewire Exclusive video, Ben Alexander discusses the importance of ‘relative value’ in fixed income markets.
Watch Ardea IM Portfolio Manager Gopi Karunakaran and Fidante Investment Specialist Sam Morris as they discuss the ActiveX Ardea Real Outcome Bond Fund (Managed Fund).
Sometimes opportunities arise because market participants cause pricing in a particular segment of the market to become highly skewed in one direction.
It’s that time of year when inboxes get flooded with 2019 economic and financial market forecasts. As the CFA institute points out, at the beginning of 2018 the median analyst forecast for the S&P 500 calendar year return was +10.3%. The actual result ended up being -6.2%.
A notable theme over the past few years has been the dramatic flattening of breakeven inflation curves.