All Inflation articles – Page 44
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White papers
Shifts & Narratives #13 - Money and psychology of inflation: an investor view
Inflation was the big surprise in 2021. At the beginning of the year, the average US inflation forecast by economists for the end of 2021 was around 2%, while the latest reading in December came in at 7.0% YoY, the highest level since 1982.
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White papers
Money and its velocity matter: the great comeback of the quantity equation of money in an era of regime shift
The velocity of money (V) depends on P = the general price level, T = the total amount of goods and services produced and M = the total amount of money in circulation, and can be expressed by the formula V = PT/M.
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White papers
The Yin and Yang of 2022
Brandywine Global: As the US and China prepare to move in opposite directions, investors should position for potential policy divergence.
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White papers
Inflation, central banks and rising rates – Q&A with Andrew Cormack
It feels as though US policy makers have spent the entire post-global financial crisis period trying to generate inflation. Now that it’s here, it seems like the wrong kind of inflation. How do you see inflation playing out in the US?
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White papers
No immediate storm ahead, but insurers should use the lull to build portfolio resilience
Lingering COVID-19-related supply-side disruptions, alongside a significant rebound in consumer demand, are producing supply bottlenecks and an inflation rate not seen for decades.
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White papers
Pensions Investment Outlook: Challenges and Opportunities
There are several uncertainties in the economic and market outlook that are important for pension funds. The most significant of these revolves around interest rates and whether the global economy is strong enough to cope with further potential COVID-19 related disruptions.
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White papers
No immediate storm ahead, but insurers should use the lull to build portfolio resilience
Lingering COVID-19-related supply-side disruptions, alongside a significant rebound in consumer demand, are producing supply bottlenecks and an inflation rate not seen for decades.
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White papers
Global corporate bonds 2022 outlook
Although global investment grade corporate bonds posted negative total returns in 2021, in large part due to rising government bond yields, excess returns were positive.
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White papers
2022: A Year of Major Inflection Points
These five big transitions are likely to make 2022 a choppy and challenging year for equity investors—and the end of the coronavirus pandemic doesn’t even make the cut.
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White papers
Fixed Income Investment Outlook 1Q 2022
With inflation top-of-mind for investors, we believe the Federal Reserve’s reaction function will likely be a key driver of real yields, the dollar and risk markets this year.
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White papers
From Rates & Inflation to ESG: What’s Next for IG Credit?
Despite heightened risks, IG corporate bonds remain supported by an improving economy and robust corporate fundamentals.
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White papers
High Yield on Solid Footing Despite Omicron, Inflation & Hawkish Fed
The emergence of a new COVID-19 variant and the prospect of higher interest rates have not eroded high yield’s solid fundamental backdrop.
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White papers
Resilient multi-asset portfolios in an inflationary regime
Inflation dynamics drive monetary policy and financial market trends and play a key role in portfolio construction. Therefore, the ex-ante identification of a possible shift in the inflationary regime is needed to fine tune multi-asset portfolios.
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White papers
Year 3 and counting…
Even with challenges posed by new COVID-19 variants, the unpredictable nature of government policy reaction, along with supply-chain disruptions that have led to multi-decade highs in inflation, our Franklin Templeton Fixed Income team believes global economic recovery will remain robust.
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White papers
Pensions Watch – Issue 16: What’s Been Happening And What’s On The Horizon In The World Of Pensions
In this edition of Pensions Watch, the first for 2022, we consider what’s on the horizon over the next 12 months for UK pension schemes, what these initiatives mean for schemes and why each is key to improving member outcomes.
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White papers
The Long View: 2022 – The Year of Transition
ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
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White papers
Central banks: a successful hawkish turn
The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without harming the markets.
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White papers
LatAm’s political pendulum takes a hard swing to the left in 2021
2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.
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Podcast
Macroeconomics and markets in 2022 – Rebalancing supply and demand
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another year that could see further outbreaks, renewed restrictions on mobility and activity? What is the macroeconomic outlook for 2022? What can we expect from the markets?
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White papers
Striking a balance: Risks to growth require “light-touch” policy on inflation
The Franklin Templeton Investment Solutions assesses the likely path of economic growth and inflation through 2022.