Interest rates

What price will be paid if the inflation genie escapes the bottle?

The matrix of uncertainty provides a framework for assessing today’s economic environment and aids in making investment decisions, says Epoch Investment Partner’s John Tobin.

Price is what you pay, value is what you get. If you were trying to play the inflation, then you’d be going into some of the miners, some of the energy, some of the commodity producers, some of the resource companies, says David Paradice.