All Inflation articles – Page 60
-
White papers
Going global with a consistent small cap strategy
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
-
White papers
Will Geopolitics Fuel Global Volatility?
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile.
-
White papers
Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
-
White papers
Dara J. White: Emerging Markets Outlook for 2018
Emerging markets have previously performed well in periods of rising rates, so while the macro dynamics from the US and elsewhere could be seen as a threat, they shouldn’t necessarily blow EMs off course.
-
White papers
Reaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
-
White papers
The Inflation Tide Is Ready to Turn
Inflation has been stubbornly low, leading many to question traditional gauges like the Phillips Curve.
-
White papers
Emerging-Market Debt: Our Outlook for 2018—and Beyond
Emerging-market debt has the potential to boost income and returns in 2018.
-
White papers
The improvement of peripheral bonds’ fundamentals has accelerated
Two events pushed down Eurozone sovereign spreads in 2017: the French presidential election in April & May, which dissipated investors’ fears about Eurosceptic movements, and the announcement on 26 October of a smaller-than-expected reduction in ECB’s QE for 2018 (monthly purchases lowered from € 60 bn to €30bn).
-
White papers
Cross Asset Investment Strategy: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
-
White papers
Market sell-off requires more emphasis on diversification
Market sell-off. After more than a year without a significant correction, equity markets declined as interest rates moved sharply higher due to concerns that inflation may be rising.
-
White papers
House View: 2018 Outlook
Our global growth outlook for 2018 is strong. The broad-based, synchronised upswing that began a year ago shows no signs of easing up, with above-trend growth expected to extend from the major G7 economies to the emerging markets in 2018.
-
White papers
Global Investment Views: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
-
White papers
Is it too quiet as we head into 2018?
As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.
-
White papers
Technology and ‘mega-trends’ to drive US equity performance
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
-
White papers
Asia’s new era of sustainable growth
The huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth.
-
White papers
The UK’s demise is overstated
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
-
White papers
Japan: three reasons for a positive outlook
In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.
-
White papers
Inflation: the good, the bad and the ugly
Global inflation is heating up. According to the International Monetary Fund, the global consumer price index (CPI) is expected to rise from its recent 2015 low of 2.8% to 3.5% in 2017 and then hover around this level for the next five years.
-
White papers
Cross Asset Investment Strategy: Fed & ECB - Towards a reduction in monetary accommodation
The improvement of global economic conditions will allow the Fed and the ECB to reduce the degree of monetary accommodation, each with its own scale: continuation of the fed funds rate hike cycle for the Fed and reduction of asset purchases for the ECB.
-
White papers
Ten Years On: Is the World Economy Getting Back to “Normal”?
A decade ago, we got the first warnings that the US subprime crisis would go global. Since then, monetary policy has pushed deep into unconventional territory. How will it respond as the backdrop begins to look more “normal”?