Use Australian Equities to hedge this 1970s-like cycle

William Curtayne  |  Milford Asset Management  |  21 February 2024  |  0.50 CE

Higher than desired inflation is now structurally embedded in the global economy, driven by the Four Ds of Inflation – Decarbonisation, Deglobalisation, Demographics and, new for 2024, Deficits. Critically, the boom-bust inflation cycle of the 1970s gives a useful historical parallel, providing investors insight into the coming decade. Such an environment of whipsawing volatility and low real returns provides opportunity for those prepared, with Australian equities - by virtue of its make-up - standing to provide a natural hedge to ongoing volatility an...

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