Tag: Inflation
Quick Thoughts: Navigating Uncertainty in a Rapidly Changing World
Thoughts on recent market volatility and implications for investors from...
ViewHas Inflation Peaked? Ask the Housing Market.
Given inflation has been running hot for more than a...
ViewVolatility and Inflation in Latin America: A Window Opens
Boston – Concerns over inflation and central bank responses have driven...
ViewThe Burden of Inflation Isn’t the Same in the US and Europe
Source: Carmignac, May 2022 In the US, household wealth and excess...
ViewAbsolute Return in an Inflationary World
Portfolio Manager Luke Newman considers the opportunities for equity long/short...
ViewIn Response to Inflation, We Must be Bold and Optimistic!
Inflation should ease considerably in Europe starting in September. Does...
ViewHistorically Wide Spreads Make Euro Financials an Enticing Proposition
The cycle and the spreads: 17 May 2022 A...
ViewCLOs Have the Fundamentals to Absorb Recession
As inflation continues to outstay its welcome in the global...
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