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Australian Financial Review: Get set for inflation to stick around

In the Media
March 23, 2022

Coping with volatility is normal for investors, especially with the current challenges of persistent inflation and rising interest rates influencing today’s markets. According to Chief Investment Officer, Sean Fenton, many investors are underestimating just how far the U.S Fed may be willing to go to hike interest rates, with inflation poised to be around longer than expected. Yet global markets are still sanguine about the potential for much higher interest rates and recession.

In this AFR article, Sean emphasises the importance of keeping a close eye on the U.S Fed policy and how inflation reality is striking equity markets. However at this volatile point, he sees this as a great environment for active stock selection and there’s an abundant opportunity for long-short investing.

Read the full story here >

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