Which assets do best when inflation is rising?
Which assets do best when inflation is rising?
As markets look forward to a post-pandemic bounce, they’re also starting to worry about higher inflation. John Stepek looks at the best way to divers…
22 Feb 2021
Hamish Baillie: successful investing in a post-pandemic world
Hamish Baillie: successful investing in a post-pandemic world
Merryn talks to Ruffer's Hamish Baillie about why traditional investment portfolios may no longer work in a post-Covid landscape, and why in this new …
19 Feb 2021
The reflation trade has further to run
The reflation trade has further to run
Investors have piled into assets that stand to gain from a global recovery. And while there may be little evidence of inflation as yet, it will come; …
19 Feb 2021
What rising interest rates and inflation will do to markets
What rising interest rates and inflation will do to markets
As governments continue to stimulate their economies, investors are betting on a “V-shaped’ recovery and the return of inflation. John Stepek looks a…
19 Feb 2021
Markets are starting to bet on inflation returning – you should too
Markets are starting to bet on inflation returning – you should too
Markets are preparing not just for a post-Covid “reflation” trade, but for the return of inflation – and financial repression. John Stepek explains wh…
10 Feb 2021
Bondholders beware – inflation is coming, says Jeremy Siegel
Bondholders beware – inflation is coming, says Jeremy Siegel
With vaccines promising an end to lockdowns, inflation won't be far behind, warns Jeremy Siegel, professor of finance at Wharton.
26 Jan 2021
Joe Biden’s spending spree will lift American spirits and markets – but it comes with a sting in the tail
Joe Biden’s spending spree will lift American spirits and markets – but it comes with a sting in the tail
New US president Joe Biden is planning to throw trillions of dollars in stimulus at his country’s economy. Markets will love that. But it comes with a…
25 Jan 2021
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Inflation is the easiest way out of this – just don’t expect politicians to admit it
Inflation is the easiest way out of this – just don’t expect politicians to admit it
The UK government borrowed £34.1bn in December, a record amount for that month. Britain's debt pile now amounts to 100% of GDP. How are we going to pa…
22 Jan 2021
Beware: inflation is starting to stir in the US
Beware: inflation is starting to stir in the US
With US consumer prices up by 1.4% in the last year, concern about inflation is now everywhere.
22 Jan 2021
Inflation looks likely to take off this year – but there’s one key risk
Inflation looks likely to take off this year – but there’s one key risk
With the world’s governments spending money hand over fist, inflation looks certain to take off at some point. But China could change all that. John S…
19 Jan 2021
Why we won’t see a house-price crash in 2021
Why we won’t see a house-price crash in 2021
Lockdown sent house prices berserk as cooped up home-workers fled for bigger properties in the country. And while they won’t rise quite as much this y…
18 Jan 2021
A beginner’s guide to inflation – everything you need to know
A beginner’s guide to inflation – everything you need to know
One of the most frequently mentioned topics in the news these days is inflation. But what exactly is inflation and how does it affect the economy and …
18 Jan 2021
The price of this commodity has almost doubled since the start of the year
The price of this commodity has almost doubled since the start of the year
Liquefied natural gas (LNG) is fetching record prices in Asia, almost doubling in the last two weeks alone. John Stepek explains why this is so import…
12 Jan 2021
Bitcoin mania, inflation, and the idea of a great global reset
Bitcoin mania, inflation, and the idea of a great global reset
Merryn and John talk about the US market's epic bubble, Tesla's nutty valuation and how bitcoin mania has taken over the world – is it really gold for…
8 Jan 2021
Will America’s “healthy reflation” end in inflation?
Will America’s “healthy reflation” end in inflation?
Democratic control of the US Congress would give Joe Biden huge scope to stimulate the economy. But willie mean a “healthy reflation” for the economy …
8 Jan 2021
When lockdown ends, be prepared for an inflationary surprise
When lockdown ends, be prepared for an inflationary surprise
The government is pouring more money into the economy to tide businesses over the latest lockdown. Once lockdown ends, says John Stepek,we should see …
5 Jan 2021
Here’s why you should pay attention to the Chinese yuan
Here’s why you should pay attention to the Chinese yuan
The Chinese yuan is at its strongest level for over two years – and a strong yuan means higher inflation. That’s something you need to prepare for, sa…
5 Jan 2021
It’s time investors prepared for inflation
It’s time investors prepared for inflation
A lot of people seem to think that big price rises are a thing of the past. But investors could be hit with a few inflationary surprises in the coming…
18 Dec 2020
Ray Dalio: flood of money threatens its value
Ray Dalio: flood of money threatens its value
We are seeing a flood of money and credit that, while lifting asset prices, will undermine the value of that money, says Ray Dalio, founder of Bridgew…
18 Dec 2020
Get ready to say “hello” to inflation
Get ready to say “hello” to inflation
With the collapse of both supply and demand, this was no ordinary recession. But as the world returns to normal, supply will remain subdued as demand …
17 Dec 2020
Is the reflation trade already priced into markets?
Is the reflation trade already priced into markets?
Investors are betting that US stocks will lead the way as the global economy rebounds from Covid-19. But if you truly believe in the reflation trade, …
15 Dec 2020
Which assets would do best from the return of inflation?
Which assets would do best from the return of inflation?
If inflation becomes a genuine concern for investors, it would transform today's markets. John Stepek looks at which assets might prosper amid the tur…
11 Dec 2020