All Inflation articles
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White papersThe relevance of gold as a strategic asset - UK edition
Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.
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White papers
The relevance of gold as a strategic asset - US edition
Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component. It is highly liquid, no one’s liability, carries no 10 credit risk, and is scarce, historically preserving its value over time.
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White papers
Investment Update Gold hits record high: sprint or marathon?
Gold has been on a generally positive trend for the past few years. However, the onset of the global COVID-19 pandemic has made gold’s relevance as a hedge even more apparent and accelerated its price performance. Gold increased by 17% during the first half of 2020, moving up by an additional 10% in July.
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White papers
Fixed Income: They Blinded Us from Science
Dr. Sonal Desai unveils the first insights from the new Franklin Templeton-Gallup research project on behavioral response to COVID-19.
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White papers
PGIM Fixed Income’s Inflation Outlook
As central bank stimulus efforts continue to support the global economy due to the COVID-19 pandemic, investors may be curious about how inflationary factors could impact their fixed income portfolio.
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White papers
Inflation haws, crying wolf
Part 3 of our series exploring the potential source of the next global crisis
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White papers
Gold mid-year outlook 2020 - Recovery paths and impact on performance
Investors have embraced gold in 2020 as a key portfolio hedging strategy. Looking ahead, expectations for a faster recovery (V-shaped) from COVID-19 are shifting towards slower recovery (U-shaped), or potential setbacks from additional waves of infections (W-shaped).
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White papers
The return of inflation?
Inflation rates are currently low, but some commentators have expressed concern that the major easing in monetary policy now occurring, could re-ignite inflationary pressures in the future. Property can be seen as a hedge against inflation. Will this be the case in the coming years?
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White papers
Third Quarter Market Outlook
In PGIM Fixed Income’s third quarter market outlook, Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, looks at the prevailing factors that may determine sector performance as the shadow of COVID-19 lingers over the market in In “The Gilt Edge of the Virus Cloud.”
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White papers
PGIM Fixed Income Q3 2020 Outlook: The Gilt Edge of the Virus Cloud
In PGIM Fixed Income’s third quarter market outlook, Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, looks at the prevailing factors that may determine sector performance as the shadow of COVID-19 lingers over the market in “The Gilt Edge of the Virus Cloud.” Next, Nathan Sheets, PhD, Chief Economist and Head of Global Macroeconomic Research, looks at how the virus has affected various regions of the world. He also addresses the prospects for inflation and growth amid the barrage of stimulus efforts as well as how the economy may evolve once the virus clears in “A Light at the End of the Tunnel.”
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White papers
ECB QE Monitor – June 2020
ECB strengthened its intention to make its action long-term: The ECB revised its medium-term inflation target substantially on the downside . Core inflation is forecast to reach only 0.9% in 2022 (0.8% in 2020, 0.7% in 2021). The ECB justified the adjustment of the size of ...
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White papers
The inflation genie – Understanding the drivers for the medium term
The COVID-19 pandemic has revived a familiar conversation about the inflation genie escaping the bottle. The speculation is similar to the one that surfaced in the immediate aftermath of the Global Financial Crisis and at various points since then: That we are likely to experience a burst of inflation in the coming years.
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White papers
Policy revolution, BlackRock’s latest macro and market perspectives
Macroeconomic policy has undergone a revolution in just three months. But without proper guardrails and a clear exit strategy, we believe it is a slippery slope.
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White papers
Coronavirus & Inflation in Advanced Economies: Slower for Longer
If consumers manage to recover quickly and healthily, thanks in part to so much public money being put in their hands, supply may fall short and inflation could come back.
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White papers
Coronavirus & Inflation in Advanced Economies: Slower for Longer
If consumers manage to recover quickly and healthily, thanks in part to so much public money being put in their hands, supply may fall short and inflation could come back.
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White papers
Quarterly Economic Outlook: we’ve never had it so loose
The US and UK are already running highly negative interest rates, when QE is considered, according to a report by the International business of Federated Hermes. It says that true, QE-adjusted policy rates are now as low as -10% in the US, and -6% in the UK or around -12% and -8% in real (inflation-adjusted) terms.
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White papers
The day after #6 - Inflation: persistent headwinds but a possible inflationary cocktail
Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted, exploding rates of unemployment (in particular in the United States), and rising debt levels. In this extraordinary context, inflation is often overlooked. This is a dangerous mistake, in our view. For investors, now more than ever, it is crucial to keep a very close eye on this metric—in particular, since we may be at the beginning of a complete regime shift.
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White papers
The relevance of gold as a strategic asset - China edition
Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.
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White papers
The relevance of gold as a strategic asset - Japan edition
Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.
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White papers
Sweden’s Experiment with Negative Rates
At the end of 2019, Sweden’s Riksbank initiated a policy change at a time when the much larger European Central Bank (ECB) announced its determination to persist with its negative interest rate policy.
