All Inflation articles – Page 19
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White papers
Real estate – understanding the new normal
2022 was a year of many unforeseen events – from geopolitical upheaval leading to slowing economies around the world, to surging inflation and rising interest rates – all marking the end of the property cycle.
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White papers
Finding secure income in inflationary times
Renos Booth, Isabel Gossling and Kris McPhail discuss what real estate long-income strategies can deliver in the face of spiking inflation across Europe.
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White papers
Multi-asset Allocation Views: “Magical Mystery Tour”
In this Allocation Views, our Franklin Templeton Investment Solutions team believe the prospect of policy rates remaining higher for longer has been a reality check on investor sentiment and helps to reinforce the team’s preference for a moderately cautious view of stocks.
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Podcast
Sheltering from volatility with real estate debt
Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies might want to look for a harbour in real estate debt. The essential nature of the services that property provides – first and foremost shelter – and the relatively inflexible demand for space that this entails both help give this asset class resilience.
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White papers
Jittery markets fear return of bigger rate rises
Markets have begun to price in a 50bps rate rise by the Fed in March but are awaiting key economic data which will reveal if the US economy has started to slow.
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White papers
Schroders Global Real Estate Lens March 2023: muted rental prospects meet limited supply
Our monthly Global Real Estate Lens summarises the key data and trends for prevailing economic and capital market conditions, real estate occupier markets, and private real estate debt markets.
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White papers
Are equities attractive now?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we run different scenarios on equity pricing in the current environment.
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White papers
Why UK real estate looks poised to recover
UK real estate has endured a tough nine months, but we think the makings of a recovery are starting to fall into place.
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White papers
Macroeconomics, Geopolitics, and Strategy - March 2023
Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising. This has led to market optimism with regard to asset prices.
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White papers
Roving recession to staggered recovery?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papers
New 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 papers
Notes 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 papers
IPM – 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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Podcast
Episode 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 papers
Stagflation 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 papers
How 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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Video
Healthcare 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 papers
Ahead 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.