The normalisation of Australian inflation, and the Reserve Bank of Australia’s cash rate with it, is a game changer for everything – equities, bonds, house prices and portfolio construction.
Everyone needs to go back to first principles and re-evaluate their decisioning juxtaposed against a world in which short- and long-term interest rates could be a lot higher.
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Christopher Joye is a portfolio manager with Coolabah Capital, which invests in securities, including those discussed in his column. Connect with Christopher on Twitter.
