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
https://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.png00investRFPhttps://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.pnginvestRFP2021-06-02 08:55:022021-06-02 13:16:44A push for the inflation agenda
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
https://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.png00investRFPhttps://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.pnginvestRFP2021-06-01 10:19:472021-06-01 10:28:39European Loans: An attractive investment proposition
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.
https://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.png00investRFPhttps://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.pnginvestRFP2021-05-28 20:14:052021-05-29 06:57:40Inflation is hot news in 2021, but a cool down may be round the corner
MEAG, on behalf of its clients, acquired more than 60,000 hectares of pine dominated forests for a middle triple-digit million US dollar figure in the US South stretching from Oklahoma to North-Carolina in an off-market transaction. The total area corresponds … Read more
https://global.investrfp.com/wp-content/uploads/2021/05/Bildschirmfoto-2021-05-04-um-22.28.11.png6701402investRFPhttps://global.investrfp.com/wp-content/uploads/2022/06/investrfp-logo-white-300x34.pnginvestRFP2021-05-25 12:04:022021-05-28 09:02:46MEAG acquires large diversified forest portfolio in the US South
A push for the inflation agenda
/in Asset Manager StrategiesSince 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
/in Asset Manager StrategiesGovernments 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
Inflation is hot news in 2021, but a cool down may be round the corner
/in Asset Manager StrategiesJonathan 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
MEAG acquires large diversified forest portfolio in the US South
/in Asset Manager StrategiesMEAG, on behalf of its clients, acquired more than 60,000 hectares of pine dominated forests for a middle triple-digit million US dollar figure in the US South stretching from Oklahoma to North-Carolina in an off-market transaction. The total area corresponds … Read more
ESG and Emerging Markets | J.P. Morgan Asset Management
/in Asset Manager StrategiesBy Tilmann Galler, Global Market Strategist, J.P. Morgan Asset Management in Frankfurt
| The case for ESG integration when investing in EM
In our 2021 Investment Outlook, we outlined that one of the key imperatives for investors in 2021 was to understand how the … Read more