Inflation and deflation forces exist and the dominant outcome is uncertain at the moment, but equity investors should consider inflation risk within their asset allocation framework.
Author Archive | Dr. Philipp Hofflin
Investment styles are rewarded by the market in different circumstances and times, and ‘value’ has had a difficult run lately. When will it have its day in the sun at the expense of ‘growth’?
Other sharemarket opportunities than banks are likely to be more resilient in the event of a market correction. Banks have large exposures to residential property which is doubling up on risk for many Australians.