Are there longer-term risks to the seemingly benign inflation picture? If 2024 is to be the ‘year of the bond’, inflation has to fall. The assumptions around inflation have had a wobble since the start of the year, as the US CPI reading for December came in ahead of expectations, and economic growth continues to…
Inflation concerns have abated across Europe, Natixis Investment Managers has suggested, with the problem now greatest across Africa and the Middle East. The group’s 2024 Institutional Outlook Survey found institutional investors still harboured significant concerns heading into the new year, with three-fifths (59%) of respondents predicting equity markets would see higher volatility and two-fifths (39%)…
There are solid arguments supporting a harder landing scenario than markets are currently anticipating In the most recent investor survey from Bank of America Merrill Lynch, 75% of those polled see a soft landing or no landing as the most plausible outcome for the US economy. This is a 10% increase on the previous month…
The cost-of-living crisis is biting in Germany, with reports this week of surging food inflation and a collapsing fibreoptic sector. The German financial newspaper Handelsblatt ran the two reports, stating in one that food inflation within the country had reached 97% for some items. App company smhaggle had compared prices for the paper, concluding that…
Are bonds a good or bad investment in the current environment? Sarah Godfrey takes a closer look Bond yields can be a real head-scratcher for investors. Rising yields are a function of falling prices; falling prices usually mean an asset is out of favour, yet higher bond yields signal better returns for those who buy…
Investors focused on what course the ECB will take after its September meeting
There is a question over whether spreads adequately reflect the outlook for the global economy
The Destatis agency said German CPI reached 6.4 per cent in June
Geopolitics has knocked inflation off its top spot in the list of European family-office major concerns, according to new research from UBS. Although recent inflation numbers – and the associated likelihood of interest rates remaining higher for longer – make worrying reading for many investors, new research from UBS shows inflation falling to third place among the…
Individual investors in Germany have identified inflation as their biggest concern, according to a report from Natixis Asset Managers. Almost three-quarters (71%) of respondents in Germany told the Natixis Global Survey of Individual Investors that inflation was their biggest fear – compared with 58% of respondents globally. This comes at a time when inflation in…
Inflation on the continent may be starting to slow after months above 10%, according to the latest figures. Inflation in the European area fell to 7% in April, down from 10.1% in November. Quoting statistics from Eurostat, however, French newspaper Le Monde warned that food prices – the sentiment barometer of most consumers – remain…
‘Increase in emergency funding is a worrying sign as central banks fight to tame surging inflation’
