There are 50 item(s) tagged with the keyword "Inflation".
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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.
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.
President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets?
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.
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.
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.
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.
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.
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.
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.
Displaying: 1 - 10 of 50