All Inflation articles – Page 2
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White papers
Global 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 papers
Paradigm 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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Podcast
Making 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 papers
Growth is local, inflation is global
An unexpectedly high US inflation report for March suggests that the Federal Reserve may turn less accommodative and postpone interest rate cuts. However, there is an aspect of inflation that may not be widely appreciated: its relative disconnection from local influences. In this week’s Simply put, we explore how significant the global trend of disinflation may be for the Fed.
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White papers
Asia-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 papers
European real estate market outlook Q2 2024
The outlook for European direct real estate returns is improving each quarter
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Video
Talking Markets – Fixed Income April 2024 update
Lloyd Harris, Head of Fixed Income at Premier Miton, discusses interest rates, and how the team are navigating the current market conditions.
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White papers
With 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 papers
What is making the gold market run so hot?
An intriguing recent development in financial markets is the surge in gold prices. It is particularly striking given that gold did little to protect investors from the effects of accelerating inflation over the past two years. So why rally now? A complex interplay of known and potentially unknown factors makes the gold rally fascinating to analyse – and we focus on the metal in this week’s Simply put.
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White papers
Five Over Five - The Structural Shifts Taking Place in EM
Following years of underperformance, we explore five structural factors that should support the emerging markets over the next five years and possibly beyond.
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White papers
Ahead 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 papers
Fixed 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 papers
Global 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 papers
India: Unlocking the potential
In this latest Global Macro Shifts, India offers new economic and investment advantages, as both long-term reforms and recent, post-pandemic changes in the global economy combine fortuitously, according to Templeton Global Macro.
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White papers
Catella 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 papers
Macroeconomic and financial market forecasts - April 2024
Macroeconomic forecasts as of 12 April 2024
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White papers
ECB’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 papers
Fixed Income Sector Views: Walking, not running, the last mile of inflation
Franklin Templeton Fixed Income believes the US economy shows strength, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycles. Read more in the latest Sector Views.
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White papers
Fixed 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.