Author Archive for: Deanne Baker

Entries by Deanne Baker

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Insights from our CIO: Cloudy skies and left tails

Inflation is likely to ease substantially in the coming months as base effects roll off and tighter credit conditions hit consumption and aggregate demand. Services inflation, rent rises and wage pressures however persist, meaning inflation could remain sticky and above central bank target ranges for some time. Financial conditions are therefore likely to remain tight […]

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Lonsec Retirement Managed Portfolios – Q1, 2023

Markets are in a period of transition and with transition comes uncertainty and volatility. We have seen a rapid shift from record-low interest rates and abundant liquidity to an environment of higher interest rates, central banks shrinking their bloated balance sheets and banks in general tightening their lending practises. These tighter liquidity conditions will continue […]

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