All Inflation articles – Page 41
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White papers
Real Estate House View - Europe 2022
The ongoing demand for real estate has in recent years turned former niche sectors (logistics, healthcare) into pioneers, and we are hearing of new ones such as life science, data centres and self-storage.
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White papers
Global Investment Views - March 2022
The geopolitical escalation at month’s end marks a further rise in volatility. Credit spreads (IG, HY and Euro peripherals) continued to widen while equity markets corrected further. The rotation towards value continued, but with a pause from the most cyclical segments, amid increasing economic growth risks from the Russia-Ukraine conflict.
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Video
Credit Pulse: market update – 25 February 2022
In this Credit Pulse, we use analysis from our February Credit Strategy Meeting (CSM) and discuss the challenges we see arising in the markets and how the expectations formed a few months ago are challenged in the present environment.
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White papers
Asset Class Implications of the Russia-Ukraine Conflict
Russia has invaded Ukraine. Our Franklin Templeton Investment Solutions team reflects on the human tragedy that is occurring as they also parse the data to understand the resulting economic and market implications. If the conflict remains protracted, it may produce a “low growth, high inflation” environment, in which case nimble management and keen attention to policy responses will be required.
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White papers
Adjusting to the New Paradigm
Many investors could be lacking sufficient inflation exposure after experiencing such a long period of stable prices. Moreover, such a major economic inflection, combined with such fragile markets, is likely to be characterized by the kind of heightened market volatility we have already seen this year.
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White papers
What to expect from UK real estate
Spreading investments across a range of property sectors is the best way to achieve gains in today’s rapidly changing market.
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Video
Ukraine Invasion Triggers Volatility, Fed Still on Course
ClearBridge Investments: Europe is bearing the brunt of the invasion’s initial impact, with higher energy costs hurting consumers and the level of sanctions pressuring European growth.
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White papers
The Inflation Inflection
The COVID-19 pandemic, and the range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years. While inflation is likely to moderate from these very high levels during 2022, we believe it will settle and persist at a rate higher than we have become used to over recent cycles.
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White papers
Ukraine invasion: market reaction
The crisis will create short-term uncertainty and add to inflationary pressures, say fund managers from the international business of Federated Hermes.
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White papers
‘Greenflation’ – Navigating the climate policy, oil price and inflation nexus
Given the relationship between climate policies, oil prices and inflation and the difficulties in managing inflation through interest rate policy, it is worth taking a closer look at the dynamics involved. How might climate policies, oil prices and inflation evolve given the outlook for oil? To what extent are oil prices and consumer price inflation actually linked?
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Podcast
Combatting Higher Rates & Inflation in Liquid Credit Portfolios
How can fixed income investors navigate a backdrop of rising rates and high inflation?
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White papers
The invasion of Ukraine: investment implications
Russian military activity with Ukraine is escalating rapidly, with growing uncertainty. As events unfold, we suggest investors remain focused on their long-term goals, but remain attuned to the potential shifts in and disruptions to inflation, growth, energy prices and global financial markets.
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White papers
Five questions on asset-backed securities
David Favier, senior portfolio manager of European ABS strategies, reflects on the impact of the pandemic and the outlook for 2022.
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White papers
Russia-Ukraine escalation adds to the case for additional protection
The investment landscape has become riskier. The escalation in geopolitical tensions between Russia and Ukraine, with Russian military forces entering the Donbas region, adds to the uncertainty regarding central bank actions to fight inflationary pressures.
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White papers
The myriad of challenges – and opportunities – facing fixed income in 2022
The question of whether inflation is likely to prove temporary or more persistent is just one of the challenges facing fixed income investors this year. Buying on the dips may no longer be sufficient as the focus of central banks switches to containing inflation rather than simply rallying to support financial markets.
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White papers
The return of the European consumer
European consumer spending rebounded in 2021, but it lagged the much stronger recovery in the United States. In 2022, I expect that gap to close. Despite numerous headwinds, like soaring energy prices and falling consumer confidence, I believe Europeans will be saving less of their income this year and that there is enough pent-up demand to propel robust consumption growth.
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White papers
The Supply-Led Inflation Challenge
The Fed could end up playing checkers while the economy is playing chess—with potentially worldwide consequences.
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White papers
Value Stocks: Inflation Wave Adds Fuel to Recovery
Value stocks outperformed through mid-February as investors repriced expensive growth stocks. Now, mounting inflation and rising interest rates are creating conditions for a broader value recovery, particularly for companies that have solid business fundamentals.
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White papers
Central Bank Watch
The Franklin Templeton Fixed Income (FTFI) Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea).
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White papers
Weight to the Plate: Tracking EM Food Inflation
Rising food prices have added more pressure to headline inflation in emerging markets (EM), increasing steadily throughout 2021. As a result, central banks there have not had the leeway to wait to tighten policy the way the Federal Reserve and the European Central Bank have.