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There are 50 item(s) tagged with the keyword "Inflation".

Displaying: 1 - 10 of 50

Fixed income outlook: A not-so-random walk

Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.

Tags: Janus Henderson, Securitized, Inflation, Geopolitics, Annual Outlook
Implications of Middle East tensions for the global economy and markets

With elevated tensions in the Middle East spilling over into global markets, the latest analysis from our Market Insights team considers the likely impact of the conflict between Israel and Iran on global oil prices, and looks at the potential implications for global growth, inflation, and portfolio positioning.

Tags: J.P. Morgan Asset Management, Global economy, Economy, Inflation, Oil
What should investors make of US tariffs?

President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets? 

Tags: LGIM, Growth, Asset allocation, US Dollar, United States, Market movement, Inflation
Signal from noise: What is going on in the US employment market?

Jenna Barnard, Co-Head of Global Bonds, explores the detail in recent jobs data, suggesting that the worrying level of cooling will further support the case for interest rate cuts.

Tags: Janus Henderson, Inflation
Finding value, avoiding traps

Crucially, even if inflation is somewhat sticky in the region of 3% year-on-year, our judgement is that this will prove good enough for the West’s central banks.

Tags: J.P. Morgan Asset Management, Markets, Inflation, Economic Outlook
Rate cutting cycles in US back to 1969

Jenna Barnard and John Pattullo, Co-Heads of Global Bonds, explain why the inflation battle is fast becoming yesterday’s news. As attention turns to rate cuts, they look back through history to gauge the potential direction for bond yields.

Tags: Janus Henderson, Inflation
Global Perspectives: Disinflation creates solid ground for rate cuts

Jenna Barnard, Co-Head of Global Bonds, looks at key factors shaping the economy and markets and why the disinflation dynamic should leave bonds well positioned as 2024 progresses.

Tags: Janus Henderson, Inflation, Credit
Leaping into 2024

In 2024’s first edition of Market Watch, Shamik Dhar, chief economist at BNY Mellon Investment Management, explores market scenarios for this year. Dhar also underscores the significance of the ballot box in 2024, with close to 50% of the world’s population having elections.

Tags: BNY Mellon Investment Management, Market Watch, Interest Rates, Inflation, Bonds
Corporate bonds: the risk now seems to pay well

Just a few months ago, you had to take great care with bonds in a context of inflation. But now investors should be opting for this asset class, says Stefan Isaacs, Deputy CIO Public Fixed Income at M&G.

Tags: M&G Investments, Fixed income, Inflation
Investment Outlook 2024 - Macro overview

Markets appear increasingly hopeful that a soft landing for the economy lies ahead. In our Investment Outlook 2024, we discuss why we think that interest rates will still eventually bite and assess the outlook for the global economy and markets.

Tags: J.P. Morgan Asset Management, volatility, Markets, Inflation, Economic Outlook

Displaying: 1 - 10 of 50