Tag Archives: inflation

Should the Fed be More Concerned about Inflation?

Ken Taubes is Chief Investment Officer, US. We believe inflation is rising more quickly than many appreciate, and that the Federal Open Market Committee (FOMC) risks falling behind the curve. Inflation, including wage inflation, is trending upward in an environment … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

Brexit – “Since EU Been Gone” Song titles are popular amongst financial commentators to describe events in markets, and last week was no different. In our attempts to describe the triggering of Article 50 by the UK, we came up … Continue reading

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Fixed Income: How to Invest in a Higher Inflation World

This is the first of a series of blogs in which we will analyze the main inflation drivers that investors should consider in 2017 and beyond, as well as investment opportunities to deal with higher inflation across fixed income, equity and … Continue reading

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How to Play Economic Acceleration

It has been a benign start to the year for investors. Stock markets have reached new all-time highs in the US and delivered strong positive returns across the board globally. Credit spreads in developed markets have tightened slightly, as the … Continue reading

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Key Risks for the USD Bull Market in 2017

Part three in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US.  In my previous posts, I discussed the three factors that will fuel the USD rally in 2017: fiscal stimulus proposal (USD Bull Market: Key Drivers … Continue reading

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