It’s hard to believe we are already halfway through 2021 – and what an incredible journey it has been for investors and markets so far.

We’ve compiled our top five blog posts to close out the first half of the year, the themes are still relevant today and we hope it helps to make sense of the economy and markets. In April, we wrote in detail on the how, why and when of the impending rise in inflation (or reflation). Titled ‘Over the inflation hill’, the white paper series is designed to provide a deep dive into the macroeconomic backdrop for bonds, as well as the likelihood of future systemic inflation and the prospects for bond markets.

1. Lower-than-expected consumer price rises paves reserve bank roadmap for inflation, April 2021

2. Large structural demand for bonds remains despite economic data beats, May 2021

3. The biggest question facing investors today, Livewire Markets Podcast with Charlie Jamieson, March 2021

4. Women in leadership: achieving an equal future in a Covid-19 world, March 2021

5. How will the recovery influence risk and returns – Video with Mark Burgess, February 2021

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For a copy of the white paper or to provide your feedback, complete the short form below.

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