Global economies and investment markets appear to have reached a triple turning point in the last few weeks.
Investors are currently facing several challenges in formulating their portfolio investment strategy.
In Australia, the slow rollout of vaccines and an ineptly managed quarantine program has slowed market recovery until well into 2022.
Negative real returns on cash and fixed interest persist even though expected inflation has abated over the last month.
The prospect of an increase in inflation has started to excite the imaginations of economists and market commentators.