Tag: Inflation

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“Inflation is Dead, Long Live Inflation”?

In 1996, the British economist Roger Bootle headlined that “The...

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ES Baker Steel Gold & Precious Metals Fund – Q2 2021 Investment Manager’s Commentary

Fund Performance The ES Baker Steel Gold and Precious Metals...

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Jackson Hole: Employment Picture and Rising Inequality Likely to Delay Tapering

The U.S. Federal Reserve’s annual summer symposium in Wyoming represents...

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On Post-Pandemic Growth and Inflation, Equity Prospects and Income-Seeking Strategies.

Ed Perks, CIO of Franklin Templeton Investment Solutions, outlines what...

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How to Unlock Opportunities in the Sponsor-Less SME Loan Market

Sponsor-less transactions are largely misunderstood. With greater liquidity and mounting...

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Weighing Inflationary Pressures on International Stocks

London – There are some commanding themes running through the current...

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Market Rises on US Infrastructure, Subdued Inflation

As of noon on Friday, global equities established fresh records...

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A Second-Half Surge, or Pause?

In this Macro Perspectives, as the world economy steers towards...

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No Place to Hide

This update focuses on our 5-year baseline expected geometric returns...

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Is the Recent Fall in Bond Yields Inflation Related?

How do we make sense of the recent rally in...

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