All Inflation articles – Page 36
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White papers
Market snapshot: the ‘S-word’ looms into view
As investors grapple with the ongoing fallout from the Ukraine crisis and Covid-19, the risks posed by stagflation are growing.
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White papers
The lowdown on inflation in the US and Europe
Inflation likely to peak in the US in mid-2022 whereas Europe could feel the full impact of higher prices during the autumn
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White papers
Bad Q1 GDP Report Hides Good News
Avoiding a disruptive cutoff of Russian energy supplies has helped maintain overall economic strength. However, a future phase-out of Russian oil raises concerns about inflation and economic activity.
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White papers
Listening for the Tectonic Shifts
Salient developments will shape financial markets over the next year, but listen for sounds of more structural shifts in the economic and political order as well.
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Adding to the debate: “Is the Fed behind the curve”?
Over the past few months, price hikes above expectations have prompted cohorts of investors to proclaim, “the Fed is behind the curve!” It is a well-known fact that the Federal Reserve’s (Fed) statutory dual mandate is to target both price stability and maximum sustainable employment.
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Podcast
Can Private Assets Provide Shelter From the Storm?
Head of Private Multi-Strategy Investing, John McNichols discusses how private asset portfolios can be constructed to help investors achieve diversification and manage risks from inflation and rising rates to geopolitical conflict.
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White papers
Just What Will Break First?
Tighter policy will eventually tame prices, but it’s still hard to see a U.S. recession anytime soon.
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White papers
More China Lockdowns May Bring More Slowdowns
China’s zero-COVID policy should be a significant headwind to growth, with its impact likely weighing more on consumption than production. Nevertheless, more logistical delays could disrupt manufacturing activity in the months ahead and add to global inflationary pressures.
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White papers
The Rising Costs of a Drawn-Out War
Financial markets may not ebb and flow with major developments on the battlefield anymore, but we believe they do still need to come to terms with the war’s lasting inflationary impact.
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White papers
EMD as a Hedge Against Inflation
Inflation concerns have caused investors to search for income with lower duration, and we believe Asia high yield delivers on this front.
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White papers
Emerging Markets in a World of Higher Long-Term U.S. Inflation
In an effort to stave off disinflationary impulses in the economy, the Federal Reserve’s Flexible Average Inflation Targeting (FAIT) framework announced in 2020 was one of the most important shifts in monetary policy strategy in years.
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White papers
Impact Report, Q1 2022
While we believe recent price inflation is likely to be transitory, the current state of affairs has nevertheless unnerved investors, prompting fears of a further rise in interest rates.
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White papers
Market snapshot: a glimmer of hope amid China’s lockdowns?
The People’s Bank of China held key interest rates steady this week despite widespread expectations that it would further loosen its monetary response
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White papers
Private debt attractive amid public asset volatility, increased inflation and rising interest rates
Public asset volatility, increased inflation concerns and rising interest rates are driving more interest in private debt than ever before, finds a recent survey published by The Lead Left, founded by Randy Schwimmer, co-head of senior lending at Churchill Asset Management.
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White papers
The inflation psychology is kicking in
After a decade of central banks struggling to bring inflation up to target, the start of 2022 has been characterised by a shift in the inflationary environment worldwide. US inflation is at its highest level in over 40 years, with other DM trailing close behind.
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White papers
Why private real estate in an inflationary environment?
Hotter-than-expected inflation is stoking investment opportunities in real estate. We believe real estate may be the right investment for today’s investor.
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White papers
The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
Inflation was already running well above central banks’ targets as we entered the year. The war has put additional pressure on prices and supply chains and this could have repercussions not just on oil, but on other commodities as well. Furthermore, given these (intermediate) commodities are used in the production of other finished products, we are likely to witness more broad-based inflation, particularly in Europe, the region closest to the crisis.
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White papers
Technology Investing: Volatility, Valuations and Opportunity
Despite increased volatility due to the Russia-Ukraine war and rising interest rates, Franklin Equity Group’s Jonathan Curtis sees compelling opportunities within high-quality technology companies in an increasingly digital world.
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White papers
ECB strikes a somewhat dovish tone, despite inflation remaining top priority
After the hawkish surprises of previous meetings, no further acceleration of stimulus withdrawal has been hinted at in April. The ECB fully confirmed both its previous guidance on QE, which is set to end “some point in time” in Q3, and policy sequence, with interest rates to rise possibly, but not necessarily, after QE ends.