5 insights found
23 July 2019
Is it time to buy inflation breakevens?
The bond market has been on fire since the beginning of 2019. Interest rates are lower, and spreads are tighter thanks to the radical turnaround from all major central banks (from policy normalisatio ...
30 April 2019
What does the current late economic cycle mean for inflation-linked bonds?
We believe the current late cycle economic conditions – slower growth and stable inflation – coupled with central banks’ accommodative shift since the beginning of 2019, is creating a p ...
11 January 2019
Falling oil and rising tariffs: The new year could prove challenging for inflation
This year we are expecting to see a convergence of headline and core inflation as oil prices fall and geopolitical risks continue to haunt markets.
02 May 2018
It’s not too late for investors to allocate for rising inflation
Following a prolonged period of stagnation, the outlook for inflation is once again looking brighter.
24 May 2017
Thought leadership: How global is inflation?
Can inflation remain as global as it is today as different countries pursue different monetary policies?