Tag: Inflation

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How can Real Estate Debt Act as a Potential Hedge Against Inflation?

Real estate debt can act as a “triple hedge” against...

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Investment Strategy Insights: What a Hot and Hungry Summer Could Mean for Inflation

Crop failures and food shortages may seem like vestiges of...

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June 2022 Market Review: The Multi-Asset Process

Past performance is not a guide to future performance. The...

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Quick View: Market Implications of UK Government Resignations

Key takeaways:   Confidence in UK Prime Minister Boris Johnson...

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Take Two: US Consumer Confidence Falls, G7 Plans ‘Belt and Road’ Rival

What do you need to know? The effect of sustained...

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Windmills of your Mind

When things are bad, people think they are the worst...

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Agricultural Commodities Could Offer a Hedge Against Inflation

Agricultural commodity prices have been buoyed higher by rising grain...

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Global Markets at an Inflection Point – The New Commodity Supercycle is Just Getting Started

Please read the latest update from Baker Steel’s team addressing the opportunities...

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Take Two: Fed Delivers Biggest Rate Hike Since 1994; ECB Seeks to Tackle Borrowing Costs

What do you need to know? The US Federal Reserve...

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Take Two: ECB Flags July, September Rate Hikes; OECD Cuts World Growth Forecasts

What do you need to know? The European Central Bank...

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