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Western Asset

Inflation now versus 1960s-1970s experience

US inflation today is the worst since that of the late-1960s and 1970s, but the current experience differs from that previous period in important respects, including economic growth, wages, and price disparities.

Six Common Misconceptions About Inflation

An analysis of inflationary forces using both recent data and historical examples, to dispel common misconceptions regarding the dynamics of inflation related to money supply, GDP, employee wages, labor force, supply chain, Fed Reserve policy and more.

Global Outlook 1Q 2022

Western Asset expects global growth to decelerate from the robust 2021 levels as we move into 2022. Contributing factors include a sharp pullback in global fiscal stimulus, a reduction in monetary accommodation by key central banks, and the persistence of secular-related headwinds.

Global Inflation Update

With headline inflation remaining elevated globally we revisit the specific inflation drivers in three major economies: the US, eurozone and UK. We highlight differences in recent inflationary impulses, our expectations for inflation trajectories over the coming months and the potential implications for bond yields.

Latest Updates

Superannuation

Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Retirement

Retirement spending is not one-size-fits-all

New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

Taxation

The missing link in the CGT debate

A little-noticed consequence of Labor’s tax changes could have implications well beyond investors’ tax bills. The issue raises bigger questions about incentives, capital allocation and the drivers of long-term economic growth.

Investment strategies

The surprising beneficiaries of the AI boom

While markets obsess over AI winners, a larger, more predictable growth engine is forming. A surge in electricity demand and infrastructure build‑out reveals the quiet, durable assets evolving beneath the AI story.

Superannuation

When losses in super become irreplaceable

The notion of 'you can afford more risk' assumes that losses can be replaced. Above a $2.1 million super balance the law says otherwise, and a worked example shows the refill takes decades, or never happens.

Retirement

Why I object to ‘hitting a number’ for retirement

Many investors dream of “hitting their number” and walking into retirement. But what if reaching that milestone is the moment they should be asking the tough questions? After all, there's a lot more to life than a high portfolio value. 

Planning

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

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