Warren Couillault: Why the markets hate inflation
Put together lockdowns, labour shortages and supply issues, and it's a perfect storm for inflation.
Warren Couillault: Why investors like deadlocked US politics
Signs of a sharemarket rally suggest investors are focusing on the fiscal constraints the Biden administration will likely face over the next two years.
Warren Couillault: There are opportunities in listed property
Property stocks are valued below their assets' replacement value. Where's the bottom?
Warren Couillault: The art market as a port in this financial storm
The art market is still buoyant, unlike most other asset classes, but participation is most enjoyable when your goal is actual rather than monetary appreciation.