All Inflation articles – Page 11
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White papersNo immediate storm ahead, but insurers should use the lull to build portfolio resilience
Lingering COVID-19-related supply-side disruptions, alongside a significant rebound in consumer demand, are producing supply bottlenecks and an inflation rate not seen for decades.
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Pensions Investment Outlook: Challenges and Opportunities
There are several uncertainties in the economic and market outlook that are important for pension funds. The most significant of these revolves around interest rates and whether the global economy is strong enough to cope with further potential COVID-19 related disruptions.
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No immediate storm ahead, but insurers should use the lull to build portfolio resilience
Lingering COVID-19-related supply-side disruptions, alongside a significant rebound in consumer demand, are producing supply bottlenecks and an inflation rate not seen for decades.
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White papers
Blog | Outperformance in inflation-linked and Chinese sovereign bonds in 2021 highlights contrasting drivers
Eurozone and US inflation-linked bonds and Chinese sovereigns have emerged as the top performing fixed-income assets in 2021, with their returns highlighting distinct differences in policy regimes between G7 countries and China.
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Navigating Inflation: Three Views
A key risk on everyone’s mind recently has been inflation.
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Global corporate bonds 2022 outlook
Although global investment grade corporate bonds posted negative total returns in 2021, in large part due to rising government bond yields, excess returns were positive.
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2022: A Year of Major Inflection Points
These five big transitions are likely to make 2022 a choppy and challenging year for equity investors—and the end of the coronavirus pandemic doesn’t even make the cut.
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Fixed Income Investment Outlook 1Q 2022
With inflation top-of-mind for investors, we believe the Federal Reserve’s reaction function will likely be a key driver of real yields, the dollar and risk markets this year.
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From Rates & Inflation to ESG: What’s Next for IG Credit?
Despite heightened risks, IG corporate bonds remain supported by an improving economy and robust corporate fundamentals.
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High Yield on Solid Footing Despite Omicron, Inflation & Hawkish Fed
The emergence of a new COVID-19 variant and the prospect of higher interest rates have not eroded high yield’s solid fundamental backdrop.
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Resilient multi-asset portfolios in an inflationary regime
Inflation dynamics drive monetary policy and financial market trends and play a key role in portfolio construction. Therefore, the ex-ante identification of a possible shift in the inflationary regime is needed to fine tune multi-asset portfolios.
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MiViews Q1 2022: The Great Normalisation
After two turbulent years of deep recession and extreme recovery, we expect 2022 to be the year of normalisation with regards to policy mix, economic activity and inflation.
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Playbook for a Shifting Economic Landscape
The global recovery appears on track, but policymakers may be challenged to restrain inflation without stifling growth. U.S. equity valuations are vulnerable to rising interest rates.
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Reverberations from the Rise in Real Rates
“Fueled by last week’s release of the Fed minutes and December jobs report, the Fed may be behind the curve in its inflation fight. As a result, PGIM Fixed Income’s U.S. monetary policy outlook has changed significantly, which is discussed in the Weekly View from the Desk.”
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Year 3 and counting…
Even with challenges posed by new COVID-19 variants, the unpredictable nature of government policy reaction, along with supply-chain disruptions that have led to multi-decade highs in inflation, our Franklin Templeton Fixed Income team believes global economic recovery will remain robust.
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Pensions Watch – Issue 16: What’s Been Happening And What’s On The Horizon In The World Of Pensions
In this edition of Pensions Watch, the first for 2022, we consider what’s on the horizon over the next 12 months for UK pension schemes, what these initiatives mean for schemes and why each is key to improving member outcomes.
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The Long View: 2022 – The Year of Transition
ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
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Central banks: a successful hawkish turn
The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without harming the markets.
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Green Light Central Banks, Green Light Bonds
Global investors have their pick of reasons to avoid the bond market. Inflation is at levels not seen for decades, growth is soaring, and central banks are backing away from bond purchases while some are already raising rates. Hence, the consensus is forecasting higher rates ahead and crying “abandon bonds!”
