All Inflation articles – Page 15
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White papersGlobal Investment Views - May 2024
Recent inflation and growth data from the US indicates continued strength in the economy, leading us and various institutions including the IMF to revise up US growth. We see the current strong momentum to continue into Q2 but expect a deceleration in H2, without negative growth in any quarter.
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White papersParadigm shift: market snapshot
Stronger-than-forecast US economic reads and hawkish comments from the US Federal Reserve have brought rate-cut hopes crashing to earth.
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PodcastMaking Dollars and Sense: The Critical Role of Financial Literacy
As April marks Financial Literacy month, we recognize that budding investors are facing a backdrop of economic uncertainties and the ever-growing complexities of financial markets.
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White papersAsia-Pacific real estate market outlook Q2 2024
We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
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White papersEuropean real estate market outlook Q2 2024
The outlook for European direct real estate returns is improving each quarter
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White papersWith trillions looking to come off the subs bench is this the year of the bond?
After an aggressive global rate hiking cycle trillions of dollars are poised to re-enter the market once central banks begin to ease, but risks still remain. The fixed income experts discuss generating returns despite market noise, including taking advantage of the expanding corporate bond market.
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White papersAhead of the curve: Resilience amid divergence
While economies have proved remarkably resilient in the face of aggressive interest rate hikes, we have started to see divergence more recently. Countries such as the US, India and Japan have proved stronger than others – including Europe, the UK and China – driven mainly by differences in consumption, investment, and fiscal policies.
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White papersFixed Income Outlook – Not as planned
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price pressures subside. With the risk of inflation continuing to surprise to the upside in the near term, we now expect benchmark 10-year yields to potentially retrace to 4.75%, at which point we would likely again go overweight duration.
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White papersGlobal growth forecast revised higher, again
”As long as inflation is not resurging, better growth should support equities. We favour a diversified global approach and selective stories, such as India.”
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White papersCatella European Residential Vision Report 2023 – The Epsilon: Great Transformation of Real Estate Markets
The catalysts of the energy crisis, surging inflation and geopolitical turmoil ignited by the Covid pandemic and war in Ukraine are forcing an acceleration in the pace of economic transformation needed to confront two of the greatest challenges of our age: climate change and the poor-rich divide.
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White papersMacroeconomic and financial market forecasts - April 2024
Macroeconomic forecasts as of 12 April 2024
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White papersECB’s next move should be a rate cut
”Inflation remains the main driver of central banks’ policy actions. We could see more appetite for European bonds as the ECB looks on track to start cutting rates in June.”
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White papersFixed Income Investment Outlook 2Q 2024
Investors continue to wait for clear signals as to the timing and extent of interest rate cuts. After last year’s significant progress on prices, inflation remains elevated and slow in its path toward target levels. That said, although the timing remains uncertain, we believe that the Federal Reserve and European Central Bank will likely begin their downward journey sometime this year.
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White papersFive questions on the impact of carbon taxes on economies and markets
”A carbon tax would have a significant impact on growth and inflation, with Emerging Markets particularly affected.”
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White papersThe appeal of private assets in 2024
The macro environment in 2024 will likely spur demand for private assets from all types of investors in our view. In this higher-for-longer environment, private assets could continue to be a compelling source of risk-adjusted returns, income and diversification.
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White papersThe economy and markets
The risks of a U.S. and global recession have receded considerably after appearing elevated last year. Despite expectations for a material slowdown in growth over the course of 2023, economic data broadly surprised to the upside. Instead of flatlining, the U.S. economy grew more than 3%, while China expanded by over 5%. Both results outpaced consensus expectations.
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White papers2024 2Q outlook: Adapting to high tide
Originally written and recorded by a Jamaican trio in 1967, “The Tide Is High” made its biggest splash with the now-classic 1980 cover version that topped the charts around the world. Thematically simple, the song’s familiar chorus acknowledges challenging circumstances while expressing the narrator’s resilience (“I’m holding on”). It’s an apt soundtrack for today’s investors as they acclimate to a high-tide environment of their own.
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White papersPrivate Credit Outlook: The Bright Side of Higher Rates
More clarity on interest rates means more clarity on the investment outlook and the opportunities across private markets.
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White papersA Major Change in the Markets
Investors are now focused on growth more than inflation—what might that mean for portfolios?
