All Inflation articles – Page 20
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White papersIs more monetary tightening really needed?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersIs This What a Soft Landing Looks Like?
The first half of 2023 was a whipsaw of economic and real estate data that turned from gloomy to bright and back again, seemingly by the day. As the fog lifts from this noisy backdrop, we believe the case for a soft landing has become more pronounced.
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White papersKeynote interview: Renewables lead the charge
Cost competitiveness, government support and societal need are driving long-term investment opportunities in green energy, says Schroders Greencoat’s Coen Weddepohl in an article originally published by Infrastructure Investor North America magazine.
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White papersAs one door closes … How changes in long income are creating value opportunities
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the importance of selectivity to uncover opportunities and how new buyers can fill the void left by DB pension schemes.
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White papersEuropean Hotel Sector: Short-term distress and strong long-term fundamentals create value opportunity
For a subset of the European hotel sector, weaknesses exacerbated by the COVID-19 travel shutdown are now being made worse by high inflation and rising interest rates, creating distress. There is a window of opportunity to acquire these hotels at discounted pricing.
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White papersCould the Rise of AI Mean Falling Prices?
There’s been much discussion of AI’s deflationary potential, but this issue must be viewed in the broader context of other megatrends influencing a new investment regime.
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White papersInflation: Mapping the impact of the global rate hiking cycle
After a sustained era of cheap money, an abrupt and unprecedented shift in the global interest rate hiking cycle was ushered in, as the world’s major central banks sought to stave off surging inflation.
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White papersThree Fixed Income Market Scenarios
With roughly 500 basis points of rate hikes in the rearview mirror, the Federal Reserve has enjoyed significant progress in curbing U.S. inflation. However, reducing core inflation remains a challenge and many developed market central banks have recently taken a more hawkish tone. The European Central Bank and the Bank of England, in particular, may have more work to do.
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PodcastOuterblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues
Autumn made a hasty arrival to Europe in mid-September and it was accompanied by a multitude of monetary policy meetings. The current tightening cycle has seen plenty of interest rate hikes. But this new round of meetings show how central banks appear undecided on their next steps in light of the mixed signals coming from their economies. What will this cautious stance from central banks mean for the world’s economies?
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White papersGlobal Investment Views - October 2023
“Markets have not priced in the risks related to the credit cycle, volatility in inflation figures (to the upside and downside), and any kind of landing for the US economy. We maintain our quality bias.”
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White papers2023 4Q GIC outlook: Stay in the game
Global Investment Committee: Bringing together the most senior investors from across our platform of core and specialist capabilities, including all public and private markets
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White papersInside Real Estate Outlook: Waiting for Godot
In Samuel Beckett’s play “Waiting for Godot”, two characters engage in an endless discussion while awaiting the titular Godot who never arrives. A similar parallel appears to beset global investors waiting for central bankers to signal the end of monetary tightening.
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White papersA formidable friend in turbulent times
Infrastructure debt is now an established alternative asset class. While it broadly refers to the debt component of an infrastructure asset’s or company’s capital structure, it is by no means homogeneous, with the market covering a range of sub-sectors and risk profiles.
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White papersPolitical Gridlock but Fiscal Largesse
How political dysfunction undermines debt sustainability and helps embed structurally higher inflation.
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White papersFed Holds Rates—Is This It?
At its September meeting, the U.S. Federal Reserve (Fed), as expected, left its federal funds target rate unchanged, at 5.25%–5.50%.
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White papersSDG Engagement Equity Report, H1 2023
In this report, we outline our engagement activity for the first six months of 2023. During the period, we once again put emphasis on the role companies can play in supporting their employees.
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White papersEuro-denominated short duration – only upside from here?
The ECB is at or near the end of its historic monetary tightening cycle. From this point, we believe investors in euro-denominated short duration debt may well stand to benefit – whatever happens next.
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White papersThe Eurozone economy under scrutiny, as the policy support fades
The Eurozone economy has stagnated over the last three quarters, although growth in the second quarter was marginally positive due to strong idiosyncratic growth in one or two smaller countries.
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White papersInfrastructure debt remains resilient in the face of macro headwinds
In an article originally published by Private Debt Investor magazine, Schoders Capital’s Damien Gardes talks inflation protection and rate rise benefits for infrastructure debt in this Q&A.
