Tag: Inflation

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Historically Wide Spreads Make Euro Financials an Enticing Proposition

The cycle and the spreads: 17 May 2022   A...

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CLOs Have the Fundamentals to Absorb Recession

As inflation continues to outstay its welcome in the global...

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High Yield Bonds: The Useful Side of Supply Constraints

Fixed income portfolio managers Seth Meyer and Tom Ross note...

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Return of Bond-Equity Correlations Could Offer Respite for Investors

The broad-based sell-off that has faced investors since the start...

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Market Snapshot: Equities Tumble as Inflation Reality Bites

The US consumer price index rose at an annual pace...

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Value Investing in Asia: A Multi-Year Opportunity

Strategic shifts towards decarbonisation and dual supply chains, inflation and...

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What to Watch for Next as Investors Navigate Volatile Markets

With markets volatile as inflation forces central banks’ hands, investors...

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The Great Wave of Yen Weakness

Templeton Global Equity Group highlight that the weaker Japanese Yen...

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Structured Credit: Creditworthy Income Solutions for Investors Facing Rising Rates

Asset-backed securities exposed to secular growth and pandemic recovery trends...

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The Consumer Report

Households are about to experience the biggest hit to disposable...

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