Recession fears and central-bank tightening are driving market volatility. Equity markets are oversold and US core inflation has likely peaked. This should help markets stabilise and possibly recover over the second half of 2022, says Andrew Pease of Russell Investments.
Recession fears and central-bank tightening are driving market volatility. We think equity markets are oversold, and believe US core inflation has likely peaked. In our view, this should help markets stabilise and possibly recover over the second half of 2022.
The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.
The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.
A new generation is driving change in a tea category where for decades price has meant more than taste or goodness. The trend they are forcing is about taste and wellness, but so much more. As younger customers turn to tea, they are demanding a more sincere appreciation of ethics and sustainability. This offers a glimmer of hope for passionate tea growers who make tea for the love of the leaf.
A new generation is driving change in a tea category where for decades price has meant more than taste or goodness. The trend they are forcing is about taste and wellness, but so much more. As younger customers turn to tea, they are demanding a more sincere appreciation of ethics and sustainability. This offers a glimmer of hope for passionate tea growers who make tea for the love of the leaf.
The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.
The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.
Amid this backdrop, our outlook favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.
Inflation is back, but for how long? Bertie Dannatt, investment director, joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.
Inflation is back, but for how long?
Bertie Dannatt, investment director, joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.
We have been talking of inflation for well over a decade—which is not the same thing as calling its timing. An impasse was created by the failure of the economy to grow after the 2008 crisis—all the risks (as we patiently explained) were deflationary, and in vain did the central banks and governments try to force an inflationary impulse into a sluggish world. Their primary weapon? An invention, deployed on a grand scale—quantitative easing (QE to its friends).
I am writing this just before a US inflation report which, to quote Bloomberg, “May provide clues on the monetary-policy outlook; S&P futures were little changed, as were European stocks [awaiting] the next policy statement from the European Central Bank…”
Aponte family expands its Mediterranean Shipping Company to rival Maersk, EssilorLuxottica proceeds with $8.7 billion stake in GrandVision after tribunal, Albert music publishing dynasty ventures into impact investing.
Aponte family expands its Mediterranean Shipping Company to rival Maersk
The Aponte family’s Mediterranean Shipping Company has re-energised its efforts to become the world’s largest container line by attempting to overtake rival family-controlled conglomerate AP Moller-Maersk.
Mills family sells majority Medline stake in $34 billion private equity ‘club deal’, Ferrero takes another bite out of biscuit market with $509 million Burton’s deal, Auto heiress Alexandra Ford English becomes first female Ford director.
Mills family sells majority Medline stake in $34 billion private equity ‘club deal’
The fourth-generation Mills family which owns Medline Industries, the largest US privately held manufacturer and distributor of healthcare supplies, looks set to seal one of the largest private equity deals since the Global Financial Crisis.
Water, in many ways, is a proxy for life itself. Civilisations have sprung from fertile river valleys and along the trading routes of the seas. For NASA, when searching for extra-terrestrial life, the guiding principle has been to ‘follow the water’.
Water, in many ways, is a proxy for life itself. Civilisations have sprung from fertile river valleys and along the trading routes of the seas. For NASA, when searching for extra-terrestrial life, the guiding principle has been to ‘follow the water’.
Samsung’s Lee family to pay $10.8 billion inheritance tax bill, Ferruccio Ferragamo passes leadership torch to brother Leonardo Ferragamo, Fifth-gen Robert Buchbauer declares Swarovski sustainability goals.
Samsung’s Lee family to pay $10.8 billion inheritance tax bill
The family of late Samsung patriarch Lee Kun-hee has unveiled an instalment plan to pay its 12 trillion won ($10.8 billion) inheritance tax bill, to include large donations to South Korean healthcare and museums.
