Inflation fears mount for fund managers
But are their concerns really warranted?
Inflation
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How badly will third wave stymie Europe’s recovery?
Economies and stock markets have generally been more resilient than expected in the face of repeated lockdowns
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Tesla boss’ financial woes founded in rising real yields
Is this a sign that European investors should back away from fixed income?
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Countries not a safe bet for full blown trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war.
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Eurozone slowdown: a mid-cycle slump?
Snowy sub-zero weather has been blamed for the first quarter fall in growth. Will the bloc rebound?
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Don’t expect Japan’s QE to end anytime soon
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
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Will inflation remain absent?
During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?
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Deflation risks to weigh on ECB, says J.P.Morgan’s Ward
Inflation, or the lack of it, especially in Europe, is one of the biggest uncertainties facing the markets in 2018, according to Karen Ward, the new chief market strategist for UK and Europe at J.P. Morgan Asset Management.
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Hawkish Fed to taper from next month
The US Federal Reserve announced it will begin to unwind its quantitative easing programme in October, and said another rate hike this year is likely despite persistently low inflation.
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Inflation-linked bonds attractive despite uncertain outlook
Despite a murkier outlook for global inflation, there could be “positive surprises” ahead which make inflation-linked bonds an attractive diversifier, Fidelity International says.
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Soft inflation data throw Fed tightening into doubt
Friday’s US inflation report suggests the recent streak of soft CPI inflation may be more persistent than the Fed initially believed, decreasing the likelihood of further rate rises.
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ANALYSIS: Brexit one year on
It has now been a year since the UK electorate made, as a British fund manager put it recently, “a huge strategic error of the like the country hasn’t experienced in maybe a century” by voting for Brexit.