The death of inflation has been greatly exaggerated. Its return will first scare, then maim, then ruin the traditional balanced portfolios have that served investors well for a generation. Investors need to prepare for a world of greater inflation volatility. … Read more
“…though the Villagers heard the cry, they did not run to help him as they had before. ‘He cannot fool us again,’ they said. The Wolf killed a great many of the Boy’s sheep and then slipped away into the forest.” Æsop
• Recent developments – politicians’… Read more
(1) Why do we need another Climate solution?
We do not really. But we do need core equity allocations to start integrating climate considerations into their investment processes.
Whilst we do not dispute the importance of thematic climate funds offering exposure
Wells Fargo Asset Management Launches Climate Transition Credit Strategy
Wells Fargo Asset Management (WFAM) today announced the launch of its Climate Transition Global Investment Grade Credit to help investors simultaneously achieve their climate and financial… Read more
Since last year, the market has been absorbed into the reflation theme. This has pushed inflation breakevens to their highest levels in 5 years. Are those higher inflation breakevens justified and will a new environment where inflation plays a bigger role change… Read more