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April 19, 2022
The risk of elevated inflation and higher interest rates is likely to drive investors’ focus back to considering company fundamentals, writes Joel Connell.
April 30, 2021
While we haven’t been surprised to see this take place, we strongly believe that over the long-term share prices will be driven by underlying company fundamentals. As concerns over rising inflation and higher interest rates continue to build, we feel this could be a catalyst for market participants to return their focus to some of the key fundamentals which have arguably been ignored during the early stages of the cyclical recovery. Below we take a closer look at some of the factors driving i...