All Inflation articles – Page 9
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PodcastCIO perspectives on what lies ahead in 2024
M&G’s CIOs Jim Leaviss and Fabiana Fedeli share their perspectives for 2024, considering how to potentially drive returns through the uncertainty ahead, and highlighting the importance of being selective in a challenging economic environment.
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White papersFOMC on Hold — Rate Cuts by May 2024?
As expected, the Federal Open Market Committee (FOMC) decided to keep its key interest rate, the federal funds rate, unchanged at 5.25%–5.50%.
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White papersAssessing the U.S. Economy’s Evolving Sensitivity to Interest Rates
Our research series reveals that a varied adjustment process across certain sectors lowered the broader economy’s sensitivity to interest rates.
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White papersThe Balance Between Corporate Profit Margins and Economic Resilience
This blog shares our views on the relationship between corporate margins and different U.S. economic growth scenarios using our corporate profit model to estimate performance.
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White papersHigher for longer: 2024 Outlook
As ever, central bank policy has the power to make or break markets.
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White papersThe Federated Hermes 2024 Outlook
2024 will once again be a year where events define the investment landscape. From geopolitical risk, including conflicts in Europe and the Middle East, to the enormous challenges posed by the need for a just transition, investors face volatility and uncertainty. And this is all taking place against the backdrop of the largest election year in history and markets adjusting to ‘higher for longer’ interest rates.
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White papersThe overlooked appeal of short-dated euro corporate debt
Corporate balance sheets continue to provide support for opportunities in the front-end of the credit curve in the eurozone.
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White papersSwiss real estate insights: Attractive despite changes in conditions
Although concepts like inflation and interest rates had nearly been forgotten in the past decade, we have been reminded of them in dramatic fashion over the last 18 months.
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White papersFrom NICE to VILE—The Future of Inflation
We explore the type of inflationary environment that we might expect across developed markets in the future and its potential effect on global asset prices.
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White papersGlobal Real Estate Outlook: Negotiating higher rates and other new paradigms
‘Higher for longer’ interest rates mean global real estate markets are negotiating a new paradigm. Investors can no longer rely on value growth to drive performance, but could other return drivers compensate? We explore the stand-out opportunities and potential traps that need to be factored in.
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White papersThe Mortgage-Backed Moment
Securitized credit, and especially mortgage-backed securities, can be an attractive source of income while waiting for volatile bond markets to settle.
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White papersJapan Insights - Real estate markets: a watershed year in the making
Japan is at the critical juncture of breaking out from its three decades of stagnation. Nominal growth is returning. The outlook is not set in stone, but the current wage-price dynamics look promising and supportive. We expect any policy adjustments during this transition period to be slow and steady.
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White papersMarkets bounce on waning inflation
Markets reacted positively to stronger-than-expected US and UK inflation data this week.
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White papersNot your average credit cycle
Geopolitics, hard landings, falling consumer confidence and corporate belt-tightening could all be part of the investment picture in 2024. That was the message from Federated Hermes’ Fixed Income Forum in London on 14 November.
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White papersAsset Class Outlook for 2024
What do you think will be the best performing asset class over the coming year?
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White papersWith macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
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White papers2024 Outlook: Steering through turning tides
The coming year will see the tides turn for growth, inflation and monetary policy, with the United States expected to enter a mild recession in the first half of 2024. Price pressures will abate, giving central banks scope to cut interest rates, but monetary policymakers will remain wary of the risk of policy errors. Fiscal policies will aim to reduce deficits and debt built up over the past decade while continuing to support the energy transition.
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White papersPrimonial Reim Real Estate Convictions 2023 – Q3
An Asset Manager’s View of the European Real Estate Markets
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White papersThe Return of Industrial Policy
As governments play a bigger role in the economy, we think businesses and investors will need to think more about inflation, location and taxation.
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White papersBalancing uncertainty and optimism
The economic data in 2023 was better than expected: inflation fell, employment remained resilient and we didn’t end up in recession – in fact growth was impressively resilient.
