Section
Inflation
594 posts
Has inflation peaked? Canadian CPI less than expected in August
by Avi Hooper, Senior Portfolio Manager, Invesco Fixed Income Canadian consumer price inflation in August rose less than…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Pursuing Inflation Resilience in Multi-Asset Strategies
by Caglasu Altunkopru, Head of Macro Strategy—Multi-Asset Solutions, Aditya Monappa, CFA, Global Head—Multi-Asset Business Development, AllianceBernstein With inflation…
Volatile Inflation = Volatile Markets
by Global Team, TS Lombard Copyright © TS Lombard
Hot inflation report sparks panic, misses bigger picture
by Larry Adam, Chief Investment Strategist, Raymond James The S&P 500 had its worst day since March 2020,…
The 4 Stages of an Interest Rate Cycle
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors We more than doubled our portfolios’ duration in…
Why the Higher Education Short Didn’t Work
by Jared Dillian, The 10th Man I had dinner with a local friend of mine last week. He’s…
For central banks, 75 is the new 25
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Central banks embrace big hikes We’ve seen 75…
Rising yields put bond markets back on a road to normal
by Mike Gitlin, Head of Fixed Income, Capital Group Rising inflation and slowing global growth are two dominant…
Your Inflation May Vary
by John Mauldin, Mauldin Economics Push & Pull New to Us Relative Impact Where Is US Inflation Headed?…
On my mind: The Fed—do you hear me now?
by Sonal Desai, Ph.D., Head of Fixed Income, Franklin Templeton Investments Fed Chairman Powell delivered a forceful and…
CS Zoltan Pozsar: War and Industrial Policy
by Zoltan Pozsar, Credit Suisse Copyright © Credit Suisse
How Much Do Supply and Demand Drive Inflation?
by Stephen Vanelli, CFA, Knowledge Leaders Capital This the name of a recent research piece from the San…
The End of Rate Hikes?
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, & Michelle Gibley, Charles Schwab & Co., Inc.…
Muddling Through Stagflation
by John Mauldin, Mauldin Economics > Cheeseburgers and the Fed > Cleveland and British Columbia This week I…
Inflation hedges: Fact and fantasy
by Gene Podkaminer, CFA, Head of Research Franklin Templeton Investment Solutions & Chris Ratkovsky, CFA, Senior Research Analyst,…
