All Inflation articles – Page 20
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VideoAndrew Parsons Interview: The investment opportunity relevant today, tomorrow and 10 years from now
While the sector is going through a rough patch, Resolution Capital’s Andrew Parsons thinks Global REITs can make a comeback. The Resolution Capital Global Property Securities Fund (Managed Fund) (ASX: RCAP) is the only actively managed global REITs ETF available on the ASX and it focuses is on giving investors the “opportunity to gain exposure to some of the world’s best underlying real estate in a listed form”, says Chief Investment Officer Andrew Parsons.
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White papersEuropean market outlook: Clouds on the horizon
After a decade of ultra-loose monetary policy, we are starting to see the intended and unintended consequences of one of the most aggressive periods of monetary policy tightening in history.
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White papersSNB wary of inflation amid seismic FX policy shifts
The SNB lifted rates at its last policy meeting, undeterred by the uncertainty plaguing the banking sector and resolutely focusing on inflation. We explore recent monetary policy developments, including profound changes in how the central bank regards and communicates on foreign currency interventions.
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White papersSustainable dividends: The pursuit of quality and prudence
With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return. In this interview, Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability, as well as the need to avoid dividend cutters, which can undermine a portfolio’s long-term return potential.
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BlogA Rising Tide Of Rate Resets Boosts Appeal Of Bank Loans
Leveraged loan yields have recently begun resetting higher alongside the sharp rise in base rates and now offer a compelling pickup in yield over most other fixed income asset classes.
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White papersThe More Things Change, Part II
Banking stresses may have tightened conditions enough for policymakers to pause their hiking cycles indefinitely.
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White papersWhy the Post-Pandemic Economy Will Run Hot
As the U.S. Federal Reserve wrestles inflation lower, investors wonder increasingly if its traditional target still makes sense. Should policymakers really insist on driving inflation all the way down to 2%? Haven’t pandemic and war fundamentally altered global dynamics that drove rates ever lower? Isn’t this time … different?
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White papersShould we resist the temptation to carry?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we analyse the choice investors currently face between volatile asset prices and tempting carry strategies.
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White papersLiving on a Prayer
The Federal Open Market Committee hiked rates by 25 basis points (bps) and kept its quantitative tightening plans in place. It did acknowledge that financial conditions have tightened and progress has been made on inflation. However, it seems to think it can simultaneously tighten monetary policy to fight inflation while providing support to the financial system. The Federal Reserve (Fed) may be living on a prayer instead.
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White papersLiquid Alternatives — Why Now?
2022 left investors scrambling to preserve capital and find alternative sources of return. Both equities and bonds across the globe suffered in the high inflation and rising interest rate environment. The S&P 500 Index ended the year at -18.1%, the MSCI EAFE Index ended at -14.5%, and the Bloomberg Aggregate Bond (US Agg) Index ended at -13.0%.
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White papersA global assessment of the implications of recent banking sector developments
”Due to tightening financial conditions, we expect a weaker US economic outlook, and a less aggressive Fed: a small increase in rates is still on the cards and then a pause.”
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White papersEuropean tenants: the search for affordable housing
What does ‘affordable’ mean when it comes to housing? Read more about the outlook for European tenants.
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White papersECB increases rates: the job on inflation is not done yet, but expect a softer path
The European Central Bank raised its key policy interest rates by half a percentage point, lifting the deposit rate to 3.0%. However, it did not commit to future rate hikes, Lagarde stated that “it’s not possible to determine at this point in time the future path for rates”. ...
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White papersReal 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 papersFinding 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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PodcastSheltering 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 papersJittery 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 papersSchroders 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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