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There are 45 item(s) tagged with the keyword "Inflation".

Displaying: 1 - 10 of 45

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
United States trumps Europe

In this week’s Market Watch, Shamik Dhar chief economist, BNY Mellon Investment Managementdelves into the comparative market and economic performance of the United States and Europe. Dhar underscores four pivotal factors contributing to the superior performance of the United States, namely consumer robustness, fiscal policy, global interdependence, and fluctuations in international trade behavior. 

Tags: BNY Mellon Investment Management, Market Watch, Interest Rates, Inflation, Bonds
Market Watch | October 12, 2023

In this week’s Market Watch Shamik  Dhar explores the recent boon of bond markets and bond yields, attributing this to  the markets realisation  interest rates will stay higher for longer. Moreover, Shamik Dhar teases his extensive research piece, Tidal Forces, on long term real interest rates. Find out more.

Tags: BNY Mellon Investment Management, Market Watch, Market Watch, Interest Rates, Inflation, Bonds
Global Perspectives: Dissecting the cycle

Co-Heads of Global Bonds, Jenna Barnard and John Pattullo, discuss policy lags and why they believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.

Tags: Janus Henderson, inflation, Credit
Fixed Income Explained Podcast: Addressing Uncertainty

Are you wondering how to navigate today’s bond markets? Fixed Income Explained Podcast host Peter Marsland is here to help you explore the opportunities. 

Tags: abrdn, inflation
Podcast: Curve inversion, credit and China

Just when investors thought inflation was under control, short-dated bond yields are on the rise again as the possibility of higher rates from central banks looms large. But what's the impact on other asset classes? Find out in the latest episode of Market Talk.

Tags: LGIM, podcast, Recession, inflation, Central Banks
Is now a good time to start considering smaller companies?

Last year was terrible for equities. A war in Ukraine, soaring inflation, higher interest rates and weak economic growth all weighed on sentiment. Globally, both small and large caps were firmly in negative territory. Large-cap indices like the S&P 500 were dragged down as technology companies (such as Meta and Tesla) and stocks with high valuations sold off. Meanwhile, risk-averse investors shunned small caps as economic conditions deteriorated.

Tags: abrdn, Inflation, economics, smaller companies
High quality bonds are primed to bloom in 2023

John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, believe the confluence of attractive yields and an inflection point in rates should make 2023 an opportune year for high quality investment grade and government bonds.

Tags: Janus Henderson, inflation, Outlook
Regime shift: five seismic adjustments taking place in the global economy

As this economic cycle ends, we shouldn’t expect to see the patterns of the past decade repeated. A new regime in policy and market behaviour is unfolding which investors need to understand if they are to find the best opportunities and safeguard their portfolios.

Tags: Schroders, inflation, interest rates, Economics
Are global housing markets on the edge?

Housing markets around the world are facing strong headwinds. Household finances and purchasing power are under pressure from falling real incomes, surging household bills and higher borrowing costs.

Tags: abrdn, residential, Real Estate, inflation

Displaying: 1 - 10 of 45