Tag: Inflation
What’s Hot: Red-Hot Inflation Kindles a Flame for Commodities and Gold
US Consumer Price Index (CPI) rose 6.2% in October 2020,...
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Inflation Concerns Eclipse COVID-19 at Washington IMF Meetings
Boston – At the October meeting of the International Monetary Fund...
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Pensions Watch – Issue 14: What’s Been Happening and What’s on the Horizon in the World of Pensions
In Pensions Watch edition 5 (January 2021), we predicted that...
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A Big Week for Rates With the BoE Centre Stage
After incredible volatility in government bond markets last week, the...
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Macro Concerns Weigh on Bond Investors
In our global investor survey on Asian fixed income, respondents pointed to...
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Shifting Gears: Emerging Market Prospects are on Track
Across markets and asset classes, investors faced challenges and benefited...
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Inflation Ramifications and High Yield Positioning
You don’t need to look far to see inflation –...
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Process is Everything for Pan European Smaller Companies
Two factors have interested us in Europe in 2021. First,...
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Walking the Delicate Path to Normalisation
In spite of summer jitters in financial markets, we expect...
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