28 June 2021
Well, the kryptonite of share markets is well and truly back: Inflation. Yes, the nemesis of both common and superhuman investors alike, has risen from the dead after what had been a decades-long slumber.
The Reserve Bank of Australia and the US Federal Reserve have both signalled that rates will be rising over the coming two years, sooner than many investors would have liked. Meanwhile, inflation seems to be alive and well in the real world, as explored nicely in the most recent Off The Charts (we’re being served smaller KitKats now … Are you kidding!?!).
Worse still, TMS Capital’s Ben Clark and Watermark Funds Management’s Justin Braitling believe that a correction could be on the cards.
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