Tag: Inflation
Has Inflation Peaked? Ask the Housing Market.
Given inflation has been running hot for more than a...
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Volatility and Inflation in Latin America: A Window Opens
Boston – Concerns over inflation and central bank responses have driven...
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The Burden of Inflation Isn’t the Same in the US and Europe
Source: Carmignac, May 2022 In the US, household wealth and excess...
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Absolute Return in an Inflationary World
Portfolio Manager Luke Newman considers the opportunities for equity long/short...
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In Response to Inflation, We Must be Bold and Optimistic!
Inflation should ease considerably in Europe starting in September. Does...
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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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