All Inflation articles – Page 45
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White papers
Private markets: focus on ESG and transformation
According to our 2022 Investment Outlook, next year will feature growth deceleration, persistent inflation pressure and asynchronised central bank action. 2022 will also be a pivotal year for the transition to carbon neutrality and the development of a more inclusive growth model.
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White papers
Inflation: What if they are wrong?
Although we share the view that current inflation is transitory, we are - in this edition of Spectrum - asking investors to think the unthinkable and consider their portfolios from the point of view of the worst case scenario.
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Research Report
Real Estate Outlook Europe, Edition 4 - 2021: See the wood for the trees.
With inflation back with a vengeance and central banks set to raise rates over the next 12 months, investors can no longer depend on the buy and hold model to deliver strong returns.
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White papers
The Fight Against Inflation Has Begun
We think that inflation, central bank policy and real rates will define the battlefield for markets in 2022—but will the most volatile skirmishes come sooner or later in the year?
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Podcast
Investment Symposium Series – Olivier Blanchard on US inflation…
In this time of profound change for societies, economies, and cultures, our goal is to provide investors with thought leadership on the factors shaping our age of transformation and the impact for financial markets and investing.
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Video
Let’s Get Physical: Unlocking Real Assets for Liability-Driven Investors
While many financial concepts and securities can sometimes feel abstract, real assets are refreshingly tangible. As investments that enable the everyday functioning of society, real assets have intrinsic value and typically generate stable, predictable cash flows that can act as an inflation-hedge. These qualities mean real assets are increasingly important sources of portfolio diversification.
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White papers
Value stocks poised to get back on track in 2022
Franklin Mutual Series believes the environment for value stocks should become more favorable again next year as robust economic growth and modest inflation provide support.
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White papers
Private Real Estate as a Hedge Against Inflation
Clarion Partners: The U.S. economy looks encouraging heading into 2022 with robust consumer spending and a strong housing market.
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White papers
Inflation Hits a Fork in the Road
A great divergence is coming into view on inflation, with the U.S. set to stand apart.
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White papers
Still Looking on the Bright Side
In this Allocation Views, our Franklin Templeton Investment Solutions team believe global stocks still have greater performance potential than global bonds, reflecting only slightly slower growth expectations.
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White papers
Omicron vs. the Fed
The volatility of the past two weeks may have had less to do with the virus and more to do with underlying cyclical uncertainties about growth, inflation and Fed policy.
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White papers
What does inflation mean for real estate investors?
We ask if real estate can help protect portfolios against a sustained period of inflation.
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White papers
Looking into 2022 with Federated Hermes
Global markets have seen significant volatility in 2021 driven by price inflation, expectations for interest rates, commodities shortages and covid-19 variants.
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White papers
Is This the Start of a Labor Force Liftoff?
Volatility amid the Omicron variant continues to dominate, including new restrictions in the U.K. that led the pound to hit new YTD lows.
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White papers
Inflation: Don’t You (Forget About Me)
The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk.
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White papers
Omicron, Pi, Rho…
Omicron will not be the last variant that surfaces, especially with about half the Greek alphabet still unused. Much is still unknown about the risks, but they add another level of complexity to the outlook.
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White papers
Why farmland now? A store of value during economic uncertainty and inflationary periods
The current financial environment highlights that now more than ever is an attractive time for investors to diversify their portfolios into safe haven assets that protect against uncertainty and inflation.
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White papers
Fed officials’ discomfort is growing with the inflation overshoot: why it will remain cautious
US consumer prices jumped by 6.2% in October, their highest level in 30 years! Deteriorating inflation data have pushed markets towards forecasting a faster pace of tapering and a more rapid removal of accommodation in 2022. We expect the Fed to act gradually as Covid remains a major risk and as the Fed would like to see a higher participation rate.
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White papers
Our best investment ideas
Broadly speaking, valuations across public equities around the world appear full, but we see opportunities across sectors and markets. We expect valuations to be relatively flat next year.
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Research Report
Five portfolio construction themes
In line with our broad cross-asset allocation views, as well as considerations and best ideas within specific asset classes, Nuveen’s Global Investment Committee offers a broad set of portfolio construction themes for our clients to consider as we enter 2022.