Posts by AdviceCo.

His problem? Monetary policy is ill-suited to fight inflation arising from supply constraints. Article by Magellan Federal Reserve Chair Jerome Powell appeared on March 3 before the Senate Banking Committee and vowed the US central bank would quell inflation running at four-decade highs. “We are going to use our tools,” he said. Then came a…

Article by BetaShares Exchange Traded Funds Global Markets Mixed earnings reports, hot U.S. wage and price inflation, and the prospect of an aggressive U.S. Fed rate hike conspired to send global equities lower again last week. Of course, we can add to this worrying mix, renewed concerns over China’s economy due its harsh lockdowns and…

Article by MFS For the week ending 25 March 2022 As of noon on Friday, global equities struggled to advance on the week, marking consecutive weekly gains for the first time in 2022. The price of a barrel of West Texas Intermediate crude oil rose to $113.47 from $104.69 last Friday. The yield on the US…

Article by Perpetual The Perpetual Weekly briefing is a summary of discussions our team has had over the course of the week regarding key investment themes, markets and stocks. Commodity markets don’t know which direction to take. Volatility in commodities saw prices first surge before being dragged lower by double digit moves in oil prices. Oil…

Article by MFS Investment Management With the humanitarian crisis resulting from Russia’s invasion of Ukraine growing, we wish to express our sincere concern and support for the people of Ukraine and our hopes for a swift de-escalation of hostilities and a peaceful restoration of the country’s national sovereignty. Russia has been isolated from the global…

Article by Perpetual Volatile markets continue Equity markets are experiencing significant volatility. Even before the shocking events in Ukraine took place last week equity markets had been grappling with the prospect of rising interest rates to contain high levels of inflation.  Although Ukraine will focus minds on the short term, we believe the issue of…

Article by MFS Investment Management The breakout of a severe geopolitical crisis following Russia’s invasion of Ukraine has significantly increased major uncertainty in global markets. While accurately predicting geopolitics is an impossible task, the purpose of this note is to articulate our views on the potential impact of the crisis on the global macroeconomic backdrop…

Article by Vanguard Geopolitical & market impact commentary A new dimension of risk has entered the financial markets with heightened tensions in Ukraine. It’s not something the markets needed when they were already dealing with brisk inflation and preparing for an expected cycle of interest rate hikes from most of the world’s central banks. We…