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Global economics

The Delta variant: UK a test-case for re-opening and vaccine impact?

In recent weeks, market sentiment has stuttered as investors evaluate the cases of the Delta variant and the effectiveness of vaccines. The world is watching closely as the UK re-opens to pre-pandemic levels. Will high vaccination rates impact hospitalisations and set the blueprint for other economies?

28 July 2021 | Fidelity International
Timing the market

Timing the market

You might reasonably think that investors are worrying about two contradictory things at the moment. Last week the concern seemed to be too much inflation; this week it's the likelihood of too little growth as the Delta variant takes hold. On the face of it, that makes no sense. They can’t both be a problem at the same time, can they?

27 July 2021 | Tom Stevenson
Inflation: Friend or foe?

Inflation: Friend or foe?

Governments like a bit of inflation. Central banks think they can achieve it. It’s the rest of us who will have to deal with the consequences if they can’t.

16 July 2021 | Tom Stevenson
Podcast: The Investor's Guide to China

Podcast: The Investor's Guide to China

China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities - but also requires unwavering attention. 

15 July 2021 | Paras Anand
The executive series: Inflation and interest rates

The executive series: Inflation and interest rates

Cross Asset Investment Specialist, Anthony Doyle speaks with CBA's Tom Piotrowski about the outlook for inflation and interest rates. They also discuss some of the factors investors need to be aware of when investing during a bull market.

13 July 2021 | Anthony Doyle
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