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2021-05-13T13:32:00ZBy Neuberger Berman
It has been a long time since investors had to worry about rising inflation and interest rates at the global level. Over recent months, however, the prospect of a strong economic recovery from the coronavirus crisis, compounded by unprecedented fiscal stimulus and accommodative monetary policy, has sent bond market inflation expectations soaring.
2021-05-10T16:15:00ZBy BNP Paribas Asset Management
US inflation looks set to rise significantly heading into the summer. Contrary to the view that this will be a temporary increase, a number of forces could combine to create greater structural pressure pushing prices higher for longer.
2021-05-07T12:01:00ZBy Franklin Templeton Investments
With a continued theme of ‘Strong Cyclical Rebound in Global Growth’, our Franklin Templeton Investment Solutions team retain a long-term optimistic perspective, including the view that inflation is unlikely to be problematic; and swift policy changes held off.
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