inflation – Vertium Asset Management https://vertium.com.au Tue, 26 Feb 2019 04:50:22 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.9 The bubble in quality https://vertium.com.au/the-bubble-in-quality/ https://vertium.com.au/the-bubble-in-quality/#respond Fri, 27 Apr 2018 04:01:05 +0000 http://vertium.com.au/?p=2677 JASON TEH | It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher prices. It’s only after they burst that that bubbles become clear. The most recent bubble bursting has been Bitcoin. Now we would contend that […]

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]]> https://vertium.com.au/the-bubble-in-quality/feed/ 0 Run for the hills… interest rates are exploding https://vertium.com.au/run-for-the-hills-interest-rates-are-exploding/ https://vertium.com.au/run-for-the-hills-interest-rates-are-exploding/#respond Fri, 06 Apr 2018 05:55:42 +0000 http://vertium.com.au/?p=2589 JASON TEH | …Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of rising interest rates will lead to collapsing prices for bonds and bond-like proxies. Over the last few months, this hype about rising global interest rates reached fever pitch due to: US […]

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