Higher global inflation and higher bond yields – what’s the risk and implications for other assets like shares & property?

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, 1 February 2018 Key points Rising global growth and rising commodity prices indicate the risks to inflation are gradually moving to the upside. This is most acute in the US with the Fed likely to raise rates more than the market … Continue reading Higher global inflation and higher bond yields – what’s the risk and implications for other assets like shares & property?