Section
Inflation
596 posts
Stagflation: The 2020s aren't the 1970s
What to know about rising inflation and slowing growth. by Fidelity Viewpoints Key takeaways Inflation is rising while…
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...
The Fed Taper Is HereâŚNow, What About Rate Hikes?
by Eric Winograd, Senior EconomistâFixed Income, AllianceBernstein After several months of buildup, the Federal Reserve announced last week…
Labor: Strike While the Iron Is Hot
Strikes and quits show workers are feeling emboldened. by Ryan James Boyle, Vice President, Senior Economist, Northern Trust…
Inflation: Transitory or troublesome?
by Pramod Atluri, Portfolio Manager, and Ritchie Tuazon, Fixed Income Portfolio Manager, Capital Group Of all the fears…
Worried about inflation? Letâs take a trip back to the future.
by Martin Roche, Russell Investments Everything in perspective. Itâs a phrase weâve all heard, and we generally believe…
Pricing power can help companies fight inflation
by Diana Wagner, Equity Portfolio Manager, Capital Group Back in 2011 Netflix raised prices in the U.S. by…
Elevated inflation not enough for gold
by Russ Koesterich, Portfolio Manager, Blackrock BlackRock portfolio manager Russ Koesterich, CFA discusses the headwinds gold is facing…
History Suggests That Stocks Wonât Like Inflation
by Lance Roberts, RIA Several articles published lately suggest that stocks perform well in higher inflation environments. That…
We Canât Control Inflation, and Yet We Believe We Can Control the Climate
by Frank Holmes, CEO, CIO, U.S. Global Investors Policymakers canât keep inflation at 2%, but they think they…
Still transitory: U.S. Fed maintains stance on inflation, announces start of tapering
by Paul Eitelman, Russell Investments There were two main takeaways from todayâs U.S. Federal Reserve (the Fed) policy…
Ready or Not, the Transition to Net-Zero Carbon Emissions Will Be Highly Inflationary
by Frank Holmes, CEO, CIO, U.S. Global Investors Policymakers canât keep inflation at 2%, but they think they…
William Smead: Bond Market Education
by William Smead, Smead Capital Management During our quarterly webcast last week (October 21, 2021), someone asked us…
Inflation: Transitory or structural?
by Jurrien Timmer, Director or Global Macro, Fidelity Investments The situations in the jobs and housing markets could…
Investors Starting To Realize âStagflationâ Is A Problem.
by Lance Roberts, RIA Investors are slowly waking up to the realization that âstagflationâ is a problem. For…
The Fed's Ethics Are Being Tested
by Carl Tannenbaum, Executive Vice President, and Chief Economist, Northern Trust Personal trading could undermine public trust in…
