Food price inflation: Are we watching “That ‘70s Show”?
Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a 50-basis point hike in US interest rates from record lows. Thalia Petousis, portfolio manager at Allan Gray, discusses what this may mean for South African investors in terms of inflation, bonds and more.
Russia’s invasion of Ukraine is a painful reminder that there is more to life than markets, and our concern goes out to the people suffering. As investors, o...