The threat of inflation is dominating headlines, as prices begin rising and global interest rates edge higher, but it’s not the only theme that investors need to consider. Five key global themes
The global economy is on track to grow above trend in 2022, as consumerism bounces back big. In many parts of the world, including Australia and the United States, consumer balance sheets are in goo
The funds management industry has thankfully been relatively unscathed by COVID-19. By and large, managers of all sizes have been able to carry on, although the pandemic has halted site visits and f