After a summer characterised by a short-lived rebound of risky assets particularly in the US and Europe, divergences in economic growth prospects, inflation and policy responses are now becoming more prominent
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During periods of prolonged upward consumer price pressure (similar to what we are currently experiencing), where inflation is probably more structural than the markets are anticipating, an absolute return strategy may benefit portfolios.
Find out more in our research paper ‘Absolute return strategies in an inflationary context’.
Inflation is not just another news headline. From the grocery store to the gas station, everyone has been confronted by the stark reality of higher and higher prices.
Inflation is running significantly above central bank targets across the world. Heightened global conflict has further contributed to this inflationary trend, learn why it matters and how to prepare.
The world is facing a complex macroeconomic scenario in the post-Covid world, with the resurgence of inflation and concerns over economic growth. Geopolitical factors continue to dampen the outlook and Central Banks in the US and Europe have started tightening their monetary policy. In this environment, real assets might be a potential option.
Find out more in our research paper ‘Real assets in an inflationary context’.
Inflation has risen to levels not seen in 40 years, leading to a repricing of financial markets this year, which has been particularly severe in the fixed income space.
Investment Talks - September 2022
A Weighted Group Deep Learning Approach
We ask how the ESG performance of firms affects the asset allocation of a large sample of French employees between their employer’s stock and alternative investments in firm sponsored savings plans.
At its September meeting, the ECB decided unanimously to hike its three key interest rates by 75bp