All Inflation articles

  • Focus_on_China_Year_of_the_snake
    White papers

    Cross Asset Investment Strategy - January 2025

    2025-01-20T17:30:00Z By Amundi

    Topic of the Month: Focus on China

  • The Fed’s dilemma
    White papers

    The Fed’s dilemma

    2025-01-20T17:22:00Z By Amundi

    Recent inflation numbers are in line with a short pause in the path towards the Fed’s target, yet bond yields have moved sharply higher since the Fed’s big cut. Medium-term inflation expectations – including FOMC member expectations – have moved higher (see chart), but most of the increase in ten-year yields since the election reflects a rise in real rates. 

  • Inflation in focus ahead of Trump’s inauguration
    White papers

    Inflation in focus ahead of Trump’s inauguration

    2025-01-20T11:35:00Z By Amundi

    “In the Trump 2.0 administration, the fiscal outlook and inflation expectations will be the main market themes to watch.”

  • Fixed income
    White papers

    Fixed income perspectives 1Q 2025: Finding opportunities in a dynamic global environment

    2025-01-17T13:27:00Z By Principal Asset Management

    Fixed income markets are navigating diverging central bank approaches, presenting both opportunities and challenges for investors. With elevated yields, robust credit fundamentals, and selective opportunities across asset classes, fixed income offers an attractive landscape heading into the new year.

  • Growth, Inflation and Equity Markets
    White papers

    Growth, Inflation and Equity Markets

    2025-01-17T10:30:00Z By Neuberger Berman

    We anticipate a supportive U.S. growth and inflation environment in 2025, but equity investors may not benefit from it by simply tracking the S&P 500 Index.

  • Fixed Income Investment Outlook 1Q 2025
    White papers

    Fixed Income Investment Outlook 1Q 2025

    2025-01-16T17:22:00Z By Neuberger Berman

    With inflation continuing to improve, the downward path of central bank rates remains on track, if uneven geographically given U.S. economic strength. Now, amid political turbulence, attention is shifting toward fiscal issues— spending and tax policy—that could affect issuance patterns and yields, particularly at the longer end of the curve. We are constructive on fixed income for 2025, seeing potential in shorter durations and in optimizing carry amid narrow credit spreads. At the same time, the unpredictability of political cycles could make for an eventful year that requires vigilance in guarding against risk.

  • principalam-hero-insights
    White papers

    2025 investment landscape: Q&A with our CIOs

    2025-01-15T15:22:00Z By Principal Asset Management

    The December CPI print delivered a much-needed downside surprise, relieving some of the market anxiety that the U.S. economy is at the beginning of a second inflation wave. Annual headline inflation picked up to 2.9%, but, more importantly, annual core CPI dipped to 3.2%, with the pace of monthly core inflation slowing for the first time since May last year. For the Fed, today’s print is certainly not enough to prompt a January cut. But, it does keep hopes alive that the Fed’s cutting cycle still has some room to run.

  • principalam-hero-insights
    White papers

    December CPI: Keeping rate cut hopes alive

    2025-01-15T14:21:00Z By Principal Asset Management

    The December CPI print delivered a much-needed downside surprise, relieving some of the market anxiety that the U.S. economy is at the beginning of a second inflation wave. Annual headline inflation picked up to 2.9%, but, more importantly, annual core CPI dipped to 3.2%, with the pace of monthly core inflation slowing for the first time since May last year. For the Fed, today’s print is certainly not enough to prompt a January cut. But, it does keep hopes alive that the Fed’s cutting cycle still has some room to run.

  • The Year Ahead for Bond Markets
    White papers

    The Year Ahead for Bond Markets

    2025-01-10T16:34:00Z By Neuberger Berman

    Why we think 2025 presents a favorable backdrop for fixed income investors, despite the potential for rising volatility.

  • 2025 Real Estate Outlook- Tipping Point
    White papers

    2025 Real Estate Outlook: Tipping Point

    2025-01-09T17:28:00Z By MetLife Investment Management (Real Estate)

    The post-COVID years have been characterized by dramatic shifts in economic conditions, capital markets and the geopolitical landscape. No two years have been quite the same, and uncertainty in the outlook for the economy in general, and commercial real estate in particular, has been historically elevated.

  • Relative Value & Tactical Asset Allocation Q1 2025
    White papers

    Relative Value & Tactical Asset Allocation Q1 2025

    2025-01-07T16:44:00Z By MetLife Investment Management

    Although the uncertainty of the U.S. election is over, uncertainty regarding the prioritization of announced policies creates a broader range of possible outcomes in 2025. An anticipated deregulatory environment should be positive for overall growth, while tariffs could work against global economic activity and temporarily boost inflation pressures. 

  • Global Macro Outlook
    White papers

    Global Macro Outlook: First Quarter 2025

    2025-01-07T12:11:00Z By AllianceBernstein

    We expect all major economies to continue to expand, with the US out front again, as well as positive momentum for business investment. The question for investors will be to what degree US outperformance will extend to the financial markets. Global headwinds are likely, especially in the trade channel in light of proposed tariffs and immigration policies, but our outlook remains generally positive.

  • Bond yields on the rise
    White papers

    Bond yields on the rise

    2025-01-06T14:59:00Z By Amundi

    Bond yields started the year with strong upward moves, and reached close to the highs seen in April last year. This latest upward trend, which has been evident from September amid Trump’s election campaign and his eventual victory, has been partly driven by resilience in the US economy. 

  • ab_equityoutlookpreparingforprofoundpolicydrivenchange_1600x760
    White papers

    Equity Outlook: Preparing for Profound Policy-Driven Change

    2025-01-03T14:23:00Z By AllianceBernstein

    Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.

  • Fixed Income
    White papers

    Fixed-Income Outlook 2025: Fertile Ground

    2025-01-02T12:01:00Z By AllianceBernstein

    Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.

  • Alt Credit
    White papers

    Finding opportunity on the horizon

    2024-12-23T12:54:00Z By Principal Asset Management

    Will deal activity return to more typical levels and what is the value proposition for middle market direct lending in 2025?

  • Fed and ECB cut rates, BoJ and BOE on hold
    White papers

    Fed and ECB cut rates, BoJ and BOE on hold

    2024-12-23T12:05:00Z By Amundi

    “The Fed’s hawkish tone signals that the Central Bank is incorporating a more uncertain outlook. This calls for keeping a tactical approach to bond investing.”

  • Global Risks 2025 Turning Point
    White papers

    Global Risks 2025: Turning Points?

    2024-12-23T11:18:00Z By MetLife Investment Management

    As the dust from the U.S. election settles, the new year brings new challenges. Tariffs are likely to be the dominant theme early in 2025. Our base case is for the incoming Trump administration to impose substantial — albeit not universal — tariffs on most countries.

  • Fed 2025 outlook- A fragile balancing act
    White papers

    Fed 2025 outlook: A fragile balancing act

    2024-12-20T11:34:00Z By Principal Asset Management

    The Federal Reserve’s cautious policy stance reflects a challenging economic backdrop heading into 2025. Sticky inflation, resilient growth, and uncertainty around the incoming administration’s policies have constrained the Fed’s ability to ease aggressively. While our forecast anticipates three rate cuts next year, the path forward will depend heavily on inflation progress and labor market conditions.

  • Image
    White papers

    Easier financial conditions lift expectations of a recovery in commercial real estate

    2024-12-20T10:55:00Z By Generali Real Estate

    The outlook for the commercial real estate market has improved in 2024. Economic growth ticked up in early 2024 and although projections have been adjusted downwards during the second half of the year, the faster than expected reduction in inflation has had a positive effect on investor interest. Global central banks began to unwind their monetary policy tightening, beginning with the ECB in June, the Bank of England in August, and the US Federal Reserve in September.