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INFLATION
Funds management
Investors should modify their portfolios to take account of high inflation, particularly exposure to real assets, according to Datt Capital....
Financial planning
Inflation is likely to be more volatile than in previous history, according to Antipodes, forcing investors to consider how much they pay for bond-like equities....
Funds management
Pension funds and insurance companies will continue to grow demand for long-dated high quality fixed income assets, while inflation remains a key focus for investors....
Expert Analysis
It would be a mistake to assume inflation will remain low, writes Hamish Tadgell, so advisers need to position portfolios to protect against this threat....
Expert Analysis
As rising concerns mount about rising inflations, writes Joel Connell, will this be a prompt for market participants to focus on key fundamentals which have been ignored ...
Funds management
Wage inflation, de-carbonisation and localisation are driving structural inflation and investors need to reposition their portfolios accordingly, according to Chester Ass...
Financial planning
Fears about inflation are premature and overplayed and could impact investors’ portfolios, according to deVere Group....
Funds management
The high valuations of technology firms could be challenged if inflation is to rise quickly, according to fund managers....
Financial planning
The threat of rising inflation has been voted as the largest tail risk for markets, surpassing the COVID-19 pandemic for the first time in a year, according to Bank of Am...
Funds management
Inflation is likely to increase in the short-term but this will not be lasting given high unemployment and the ongoing slack in the economy on the services side....
Funds management
Reflation issues with bond markets and central banks will continue through 2021, according to First Sentier Investors....
Funds management
Higher inflation expectations are expected to continue for the next 12-18 months after February saw bond yields reach the highest level in a year, according to Nucleus We...
Funds management
Even with the unemployment rate at a 50-year low, there are not any signs that inflation is accelerating....
Funds management
There is a very high likelihood of a cyclical recovery and further spread tightening in corporate credit due to stronger global GDP growth, Brandywine Global believes....
Funds management
COVID-19, inflation, pension reform and China are the four things investors should watch in today’s global income markets, according to Eaton Vance. ...
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