All Inflation articles
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White papersEA Inflation: More About Credibility Than Persistence
As rising inflation expands globally, it is natural to draw comparisons between conditions in major economies, namely the U.S. and the euro area. Although inflation prints in both economies stand at multi-year highs, we believe the surge in European consumer prices will be even more transitory.
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White papers
Global Investment Views - July 2021
The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy.
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White papers
Real Estate Outlook – Global, Edition 2 - 2021 - Inflation protection desirable
Economic performance varied by country in the first quarter, affected by different paces of progress against the virus. Real estate investment activity slipped slightly, but remained significantly above its nadir in 2020.
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White papers
Biden agenda: tackling income inequality and its potential inflation impact
The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and President Biden’s policies aimed at addressing this issue, including his proposal of a corporate tax hike.
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White papers
Quick Thoughts: Sourcing Income In Bonds, Real Estate, And Multi-Asset Solutions
Our Chief Market Strategist, Stephen Dover brought together a panel to discuss and share perspectives on recovery, growth, and current opportunities for income.
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White papers
The Fed’s Last Call for the Punchbowl?
Dr. Sonal Desai discusses the Fed’s challenge. With high uncertainty on the inflation and employment outlook, adjusting its exceptionally loose monetary stance at the right time and pace become a very difficult high-wire act.
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White papers
Commodity Indices Enhancing Roll Yield: A More Liquid & Diversified Index
Commodity markets have once again returned to the limelight. In early 2020, the spread of COVID-19 sparked a sharp sell-off in energy.
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White papers
Post-FOMC Market Moves—Even Bigger In The “Real” World
The Federal Reserve took a somewhat more hawkish tone than expected at its meeting on June 16 against a backdrop of updated economic projections and assessments of the risks to that outlook.
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White papers
European Fixed Income Finds Central Bank Support
As Europe’s economy continues to recover from COVID-19, it appears the central bank will remain accommodative, but for how long?
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Podcast
EM Debt: How ESG & Economics Are Shaping the Outlook
Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation.
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White papers
Finding Yield in Europe—and Beyond
Portugal, cyclical laggards, “rising stars,” roll-down returns, subordinated securities and hedged non-euro sovereigns—these are just some of the ways European investment grade investors could tackle the low and negative-yield challenge.
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White papers
Allocation Views: The Great Reopening Continues
With a focus on fixed income, our Franklin Templeton Investment Solutions team explore asset classes that are best positioned for growth as the global economy recovers from the pandemic.
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White papers
The inflation moment - Strategies to protect portfolios from inflation risk
As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Inflationary trends could emerge due to a combination of factors, including the cyclical recovery as countries try to get the pandemic under control and gradually lift mitigation measures
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White papers
Views from the credit desk: Bullish and Bearish Cases
2021 has seen a wide dispersion in asset price returns, driven by a more inflationary environment. Commodities, stocks and high-yield are up, but investment-grade and government bonds are down.
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White papers
Quick Thoughts: A Very Hot Housing Market Globally
Our Chief Market Strategist, Stephen Dover, discusses how the pandemic may have globally fueled inflation in housing and the supply chains that build them.
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White papers
A post-Covid structural change in developed markets: the strong political will to invest in the US
What matters to fixed income investors is the macro-financial environment that will prevail after the strong rebound in growth and inflation expected in H2.
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White papers
China in the global inflation scare
Markets are worrying about rising inflation, but to date, there has been no evidence yet of ‘demand-pull’ inflation amplifying cost-push pressures, especially in Asia. There is also no sign of a global wage-price spiral. Nevertheless, we believe there are reasons to be concerned.
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White papers
Blog | Let’s get real – inflation-linked protection and improving index tracking
After central banks responded with substantial Quantitative Easing programs (QE), following the COVID shock in Q1 2020 and the beginning of the vaccine rollouts, demand for inflation-linked bonds has increased.
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White papers
Global Investment Views - June 2021
Inflation has remained dormant for a long time, with years of below-target and weak inflation, but we are now reaching a delicate juncture where inflation is taking the driver’s seat in financial markets.
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White papers
Inflation, Expectations & Listening to Your Parrot
“Catch a parrot,” goes the old adage, “teach him to say ‘supply and demand’ and you have an excellent economist.”
