All Inflation articles – Page 52
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REITS and Rates
History suggests that real estate securities can be an attractive investment if you expect inflation and rates to go higher.
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Coiled Spring
Exceptional garden pinks and yellows mark the arrival of seasonal spring, but the world’s economic data outline a “coiled spring”.
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Inflation: Preparing your portfolio for the surge
After falling to almost zero during the height of the COVID-19 pandemic, the rate of U.S. inflation is on the rise. To navigate the current market environment, today’s investor must understand how quickly the United States economic recovery will generate inflation, how long that inflation will be sustained, and what investment implications follow.
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Podcast: Expectations for Economic Growth, Rates and Inflation
Multiple leadership and diverse views steer how we invest in our global economy.
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2021 Recovery to continue and beat potential
We confirm the financial “recovery regime” as a central scenario (with a 70% probability) for the next 12 to 18 months, with growth and macro determinants remaining paramount.
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The end of the Great Moderation and the return of volatility
Since the mid-1980s, the macroeconomic volatility has declined to a postwar low.
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A Few Sparks & Lots of Smoke—But Still No Sign of a Fire
As investors search for signs of uncontrolled inflation, it’s hard to see anything more than you’d expect in a strong cyclical recovery.
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Still Searching for (Lasting) Inflation
Markit flash PMIs suggest European economies are improving. In the U.S., stimulus and reopenings drove the composite PMI to a record high, and consumer confidence is rising sharply. Elsewhere, the BOJ revised growth projections higher amid strong external demand.
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Fed to keep policy easy despite arrival of economic boom
Evidence continues to mount that a combination of vaccinations and stimulus are creating some of the strongest economic growth data in decades. Even so, the Fed remains committed to easy monetary policy until unemployment falls further and inflation materializes.
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Shifts & Narratives #2 - Inflation: something deep awakens
One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint. Cyclically, the crisis was already generating a combination of demand and supply shocks that could only increase short-term inflation volatility and sectoral fragmentation.
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Quick Thoughts: Why Our Managers Disagree On Inflation, Rates, and Growth
Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.
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Shoppers Are Back—Spending is the New Saving
Europe remains on track for a delayed recovery as consumers weathered winter lockdowns fairly well. In the U.S., retail sales and inflation data popped up in March. Elsewhere, credit growth in China slowed as policymakers remain confident in the economic recovery.
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The problem with credit indices
The UK institutional client base is reliant on fixed income securities to meet its long-term requirement for stable, long-term, income- generating assets.
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Behind China’s disinflation
Inflation in China has bumped along in a narrow range for the last decade. What has happened and what is the outlook?
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With So Much Liquidity, It’s Time to Double-Check the Plumbing
Inflation fears look exaggerated so far, but risks buried deep in balance sheets can never get too much attention.
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Real Yields, Inflation Breakevens and Risk Assets: The Changing Environment
The fixed income world is beginning to undergo a multiyear transition as aggressive monetary accommodation and government spending across key economies drive higher near-term economic growth rates.
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Global Macro Outlook - Second Quarter 2021
Vaccination progress and fiscal stimulus have advantaged the US economy, which we expect to grow about 6.5% in 2021. China, too, is rebounding, with output already topping pre-crisis levels. We’re still cautious, however, about Europe, where rising COVID-19 cases may further delay reopenings.
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Global Investment Outlook: Inflation, Rotation and Opportunities
In this global investment outlook, our investment professionals across asset classes share how they’re thinking about portfolios amid continued market uncertainty.
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Amid a US economic boom, how high can rates go?
The possibility of an economic boom this year has stoked worries about higher inflation and prompted a sharp selloff in US Treasuries.
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Three Strategies for Navigating Turbulent Bond Markets
Today’s market environment taps into bond investors’ primal fears. Extremely low yields make it tough to find sufficient income and potential return. Economic growth is rebounding from its 2020 collapse, but the world’s grip on recovery is uncertain.