Tag: Inflation

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Global Markets: 10 Things to Watch in July

Key takeaways Consumer inflation expectations Central bank credibility is on...

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EU Fragmentation Risks Loom Large as Central Banks Tighten Amid Patchy Economic Data

Even if our big data based business cycle model Wave...

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BAKERSTEEL Precious Metals Fund I Class Factsheet June 2022

The Fund fell -13.0% during the month (I2 EUR), compared...

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Another Money Magic Tree Dries Up

Key points:   We explore the risk of a protracted...

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Profit Growth Slows as Higher Prices Alter Spending Habits

Key Takeaways Profit margins are healthy, though earnings growth has...

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Reaching the Peak: How Investors can Navigate the Path Ahead for Inflation

Just when markets thought US inflation had peaked, it surprised...

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Two Pieces of Good News for Investors on Inflation

Market participants are in desperate need of positive news given...

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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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