Pension funds and insurance companies will continue to grow demand for long-dated high quality fixed income assets, while inflation remains a key focus for investors....
It would be a mistake to assume inflation will remain low, writes Hamish Tadgell, so advisers need to position portfolios to protect against this threat....
As rising concerns mount about rising inflations, writes Joel Connell, will this be a prompt for market participants to focus on key fundamentals which have been ignored ...
Wage inflation, de-carbonisation and localisation are driving structural inflation and investors need to reposition their portfolios accordingly, according to Chester Ass...
Fears about inflation are premature and overplayed and could impact investors’ portfolios, according to deVere Group....
The high valuations of technology firms could be challenged if inflation is to rise quickly, according to fund managers....
The threat of rising inflation has been voted as the largest tail risk for markets, surpassing the COVID-19 pandemic for the first time in a year, according to Bank of Am...
Inflation is likely to increase in the short-term but this will not be lasting given high unemployment and the ongoing slack in the economy on the services side....
Reflation issues with bond markets and central banks will continue through 2021, according to First Sentier Investors....
Higher inflation expectations are expected to continue for the next 12-18 months after February saw bond yields reach the highest level in a year, according to Nucleus We...
Even with the unemployment rate at a 50-year low, there are not any signs that inflation is accelerating....
There is a very high likelihood of a cyclical recovery and further spread tightening in corporate credit due to stronger global GDP growth, Brandywine Global believes....
COVID-19, inflation, pension reform and China are the four things investors should watch in today’s global income markets, according to Eaton Vance. ...
Investors should now focus on staying in cash, some risk assets, and staying active, after being used to a decade of low inflation and rates, according to Amundi....
Investing in global equities can protect investors from a weaker Australian dollar, according to Plato Investment Management....
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...