The Return of inflation: a Jurassic Risk?

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

A push for the inflation agenda

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

European Loans: An attractive investment proposition

Governments and Central Banks continue to implement loose monetary policy and expansionary fiscal stimulus in response to the Covid-19 pandemic, inflationary pressure is rising within global markets. Consequently, treasury yield curves have steepened and… Read more

The Boy Who Cried Wolf: Is An Inflationary Decade Ahead?

“…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

Key Takeaways

• Recent developments – politicians’… Read more

Inflation is hot news in 2021, but a cool down may be round the corner

Jonathan Baltora , Head of Sovereign, Inflation and FX, AXA IM Core

 

Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.

However,… Read more