All Inflation articles – Page 18
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White papersNew data hints rate hiking is far from over
Plans for the European Central Bank (ECB) to continue to hike interest rates gain momentum following better-than-expected economic data releases.
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White papersNotes from the Road: Inflation, Private Assets and a Cautious Consensus
The beginning of the year always offers a chance to catch up with a broad range of clients who are in the mode of thinking about the big picture outlook: pension funds, insurers, consultants and sovereign wealth funds across Australia, Asia, Europe and North America. This note reflects on the key issues that clients have wanted to talk about in the early months of this year. Collectively, these topics give us a picture of what’s on investors’ minds.
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White papersIPM – Edition March 2023
2023 started with optimism for private markets. The eurozone allayed fears and grew slightly in 4Q22, while the US economy maintained a good pace of expansion. Warm weather curbed energy use in Europe and natural gas tanks remained close to full.
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PodcastEpisode 5 | Mitesh Pabari and Hamza Azeem - Perspectives on Europe When the Game Board Keeps Changing
Energy, Inflation and Interest Rates: Mitesh and Hamza navigate the geopolitical landscape impacting investing in EMEA and abroad.
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White papersStagflation Haze
The world is grappling with a combination of once in a generation shocks, producing an uncertain and complex economic landscape.
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White papersHow real assets provide real solutions: investing sustainably for a better world
Investments in real assets are valued for providing diversification benefits, inflation protection, and stable yield—they also have the potential to be part of the solution to some of our most urgent global challenges.
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VideoHealthcare Stocks Can Help Lower Inflation’s Fever
”I think one of the benefits of investing in healthcare is that these companies have inelastic demand. If you need a new heart valve, inflation isn’t going to impact that decision.”
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White papersAhead of the Curve, Q1 2023
Read the latest views from our Chief Economist Silvia Dall’Angelo as she outlines three scenarios that could influence markets in the coming months.
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White papersFactoring Next-Gen Inflation Resilience into Multi-Asset Strategies
In a changing world, multi-asset strategies need to evolve, especially when building inflation resilience, because tomorrow’s price pressures will likely look very different from today’s. Not only must inflation defenses be diversified, they should also be innovative.
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White papersMulti-sector fixed income 2023
2022 was a year for the record books in U.S. fixed income markets. The Bloomberg U.S. Aggregate Bond Index (“the Agg”) celebrates its 50th anniversary in 2023. In those 50 years, 2022’s calendar year total return of -13.01% was unprecedented. The prior record was 1994 (-2.92%); in fact, the cumulative total return of the previous four negative years (1994, 1999, 2013, and 2021) was only -7.30%
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White papersSecular tailwinds creating infrastructure debt opportunities
Infrastructure debt remains an attractive opportunity despite a challenging economic outlook that could bring with it an increase in credit market defaults, argue David Cooper, Head of EMEA and Australian Infrastructure Debt and Jacob Otto, Director, Debt Product Specialist of IFM Investors
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White papersThe case for net lease/sale leasebacks in Europe
2022 was no doubt a challenging year the European economy and European commercial real estate (“CRE”). Investors and occupiers have had to adjust quickly to a new regime of higher financing costs, lower liquidity and slower economic growth.
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White papersGlobal Investment Views - March 2023
“The dichotomy between the real economy and markets is increasing even as the earnings outlook is getting weak, leading us to be sceptical of the risk rally.”
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White papers360° fixed income report Q1 2023: Inflation, disinflation, inflection
In the latest edition of our 360° report, the team reflect on what has been a promising start for fixed income in 2023. Can the rally sustain, has too much of the good news already been priced in, and what will shape the narrative over the course of this year?
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PodcastNatural Catastrophes in Today’s Climate
Natural disasters have certainly taken their toll on the environment. After Hurricane Ian decimated a large part of the American Eastern Seaboard, totalling roughly $50 billion in insured industry losses, one could ask: how is all of that getting paid for?
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Asset Manager NewsKGAL sums up 2022 – a year of surging interest rates and exceptional performance
KGAL, a leading independent investment and asset manager, sums up its performance in 2022 and despite inflation, interest rate turnaround, energy crisis – KGAL passed the tests of 2022 with flying colours. New business volume reached almost €1.9 billion across all asset classes.
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White papersEliminating the Improbable
With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
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PodcastThe intensified Russian war on Ukraine: Impact on investment outcomes
Geopolitical pressures have now become immediate, direct and global in reach and may have a lasting impact on inflation, debt, policymaking and investment returns.
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WebinarWatch the Replay - Secondary Market opportunities the upside of a downturn
We are delighted to share with you our latest webinar – “The upside of a downturn – Secondaries in 2023”. Paul Newsome, Head of Investment Solutions, Ralph Büchel, Partner and Lance Zhou, Senior Vice President unpack the opportunities available for secondary investments in the context of market dislocation.
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White papersKeynote interview: The great renewables opportunity
In this article originally published by Infrastructure Investor magazine, Richard Nourse, managing partner at Schroders Greencoat, says renewables represent one of the fastest growing and most exciting aspects of the infrastructure universe and provide secure – often inflation-linked – income
