Monthly Archives: September 2021

Inflation, the Quality Factor and Distribution

In a previous post I undertook a very simple analysis to show that factor investing during inflation helps investors to stop from simply treading water – at least, if history is any guide. An interlocutor asked if I’d looked into … Continue reading

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Investing During Inflation

Recently I have been looking at whether inflation might be in the pipeline. The jury is still out on that, but caution would be wise given the current situation. That leads to a rather obvious question: what should investors do … Continue reading

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Podcast on Inflation and Labour Shortages

I appeared on the Bullhouse podcast again to discuss some of the recent work I have done on inflation. I also talk about how the impact of COVID19 and the policy responses to it risk resulting in major labour shortages … Continue reading

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Forecasting Future Inflation Using Private Sector Indices

In our last post we saw that private sector indices for used car prices and for rent prices were highly predictive of future changes in the corresponding CPI component indices. The next logical step is obvious: we should use this … Continue reading

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