Inflation: the damaging misjudgement
With inflation at its highest level in decades and proving anything but 'transitory', Hugh Giddy examines how central banks, governments...
Three key reporting season themes that will drive markets this year
Now that all companies have reported it’s the ideal time to step back and draw some conclusions. Like every year there were winners and...
IML investment update – July 2022
IML Senior Portfolio Manager, Hugh Giddy, discusses the market's rebound in July and whether it's likely to continue, as well as the...
IML investment update – FY22 in review
Hugh Giddy discusses the markets over FY22 and how IML portfolios performed in the current marketing...
Why the Fed isn’t riding in to rescue markets
Since 2010 investors have been encouraged into ever-riskier behaviour as they knew that if markets ever went down significantly, the Fed...