Tag: Inflation

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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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Keeping it Real: The Case for Real Assets

Diversification is a key part of successful multi-asset investing, whether...

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Global Economic Recovery Remains Uneven

While global economies continue to rebound from the pandemic’s effects,...

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Fed to Weigh Growth, Inflation, Delta Variant Uncertainty at July Meeting

Boston – Monetary policymakers at the U.S. Federal Reserve have a...

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Emerging Markets Review & Outlook: Sequenced Rather Than Synchronized

Key Takeaways In the first half of 2021, rising U.S....

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Should Investors be Concerned by Inflation?

Concerns about inflation have become increasingly prominent over the last...

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