February was all about a sharp rise in the longer term, 10-year Australian Government bond interest rate as global investors have squarely put rising inflation fears back on the economic agenda. The link between interest rates and inflation is a complex one, but they are correlated. This is a topic of a forthcoming Gryphon Insight video.
Importantly, are GCI investors protected from the effects of inflation? The short answer is yes, for two main reasons outlined in this month's Investment Update.GCI Investment Update February 2021