All Inflation articles – Page 12
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White papersLatAm’s political pendulum takes a hard swing to the left in 2021
2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.
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Podcast
Macroeconomics and markets in 2022 – Rebalancing supply and demand
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another year that could see further outbreaks, renewed restrictions on mobility and activity? What is the macroeconomic outlook for 2022? What can we expect from the markets?
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White papers
Striking a balance: Risks to growth require “light-touch” policy on inflation
The Franklin Templeton Investment Solutions assesses the likely path of economic growth and inflation through 2022.
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White papers
The Great Inflation Debate
Inflation is surging across the world, but there is no agreement on how high it will go, how long it will last, and what—if anything—needs to be done about it.
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White papers
Macro views: Tightening expectations too aggressive as inflation likely to cool next year
A new coronavirus variant combined with hawkish comments from Fed Chairman Powell to the Senate Banking Committee soured market sentiment at the end of November.
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White papers
Private markets: focus on ESG and transformation
According to our 2022 Investment Outlook, next year will feature growth deceleration, persistent inflation pressure and asynchronised central bank action. 2022 will also be a pivotal year for the transition to carbon neutrality and the development of a more inclusive growth model.
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Video
Mi Insights: Changing Monetary Policy Dynamics into 2022
This month, Jeremy Gatto, portfolio manager in our Cross Asset Solutions team, discusses the future course for central banks.
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White papers
Inflation: What if they are wrong?
Although we share the view that current inflation is transitory, we are - in this edition of Spectrum - asking investors to think the unthinkable and consider their portfolios from the point of view of the worst case scenario.
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White papers
The Fight Against Inflation Has Begun
We think that inflation, central bank policy and real rates will define the battlefield for markets in 2022—but will the most volatile skirmishes come sooner or later in the year?
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Podcast
Investment Symposium Series – Olivier Blanchard on US inflation…
In this time of profound change for societies, economies, and cultures, our goal is to provide investors with thought leadership on the factors shaping our age of transformation and the impact for financial markets and investing.
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Video
Let’s Get Physical: Unlocking Real Assets for Liability-Driven Investors
While many financial concepts and securities can sometimes feel abstract, real assets are refreshingly tangible. As investments that enable the everyday functioning of society, real assets have intrinsic value and typically generate stable, predictable cash flows that can act as an inflation-hedge. These qualities mean real assets are increasingly important sources of portfolio diversification.
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White papers
Dots Up, Thumbs Up
The Federal Reserve was somewhat more hawkish than expected at its December FOMC meeting, reflecting the Fed’s recent pivot to focus on persistently higher-than-expected inflation.
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White papers
Macro Views: The Fed remains dovish, focusing on jobs rather than inflation
Change with continuity. This may have been the message sent by the Fed to the financial markets last week. On the surface, nothing changes with the reappointment of J. Powell as Fed Chairman.
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White papers
Macro Views: Central Banks in the spotlight
Following the extraordinary monetary and fiscal stimulus and resulting economic boom stemming from the pandemic, inflation risk increased significantly, forcing central banks to acknowledge its non-transitory nature.
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White papers
Value stocks poised to get back on track in 2022
Franklin Mutual Series believes the environment for value stocks should become more favorable again next year as robust economic growth and modest inflation provide support.
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White papers
Taming the inflation Beast in 2022
Like a phoenix rising from the ashes, inflation reemerged from the depths of Covid in 2020, accelerating throughout 2021 to heights not seen for decades in the Western world.
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White papers
Private Real Estate as a Hedge Against Inflation
Clarion Partners: The U.S. economy looks encouraging heading into 2022 with robust consumer spending and a strong housing market.
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White papers
Inflation Hits a Fork in the Road
A great divergence is coming into view on inflation, with the U.S. set to stand apart.
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White papers
Still Looking on the Bright Side
In this Allocation Views, our Franklin Templeton Investment Solutions team believe global stocks still have greater performance potential than global bonds, reflecting only slightly slower growth expectations.
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White papers
Omicron vs. the Fed
The volatility of the past two weeks may have had less to do with the virus and more to do with underlying cyclical uncertainties about growth, inflation and Fed policy.
