The question every investor has right now is 'are we in a bubble'? There's no doubt that the huge infusion of free money into the world economy by every government from the US to China has created enormous price movements. But the single most important risk to be thinking about now is inflation risk...

Hon. Dr Pippa Malmgren, Principalis Asset Management | 2 comments

A regular keynote at PortfolioConstruction Conference, the Hon. Dr Pippa Malmgren was unable to join us this year - so in association with Ironbark Asset Management, we recently caught up with Pippa to get her views on building shock resistant portfolios...

Hon. Dr Pippa Malmgren, Principalis Asset Management

PortfolioConstruction Forum publisher, Graham Rich, caught up with the Hon. Dr Pippa Malmgren, for an update on her view of the markets...

Hon. Dr Pippa Malmgren, Principalis Asset Management