I think the inflation story is likely to cool over the coming months and will present better buying opportunities later in the year, says Michael White, Picton Mahoney Asset management. He says inflation is impacting consumer behavior and outlook. The cost of borrowing for mortgage rates just went up 80% in a very short time, says Michael. He discusses having a multi-asset portfolio. He discusses value stocks and commodity stocks, saying commodities act as an inflation hedge.
22 Apr 2022
Morning Trade Live
18 Jan 2023
The Watch List
09 Jan 2023
Morning Trade Live
09 Dec 2022
Market On Close
08 Nov 2022
The Watch List
29 Nov 2022
Market On Close
14 Nov 2022