Tags Inflation

inflation

Explore Emerging Markets

High-growth potential is the number one reason investors look to emerging markets for a portfolio boost. That’s because emerging markets are where most of the world’s economic growth is happening these days, so investing...
Fed's First Rate Hike of 2017 May Not Be the Last

Fed’s First Rate Hike of 2017 May Not Be the Last

As the U.S. bond market has generally expected and priced in for the past two weeks, the Federal Reserve (Fed) has incrementally raised short-term interest rates. It’s the first hike this year and the...
Refocus on Fundamentals and Risk

Refocus on Fundamentals and Risk

Q1 2017 CIO Insights: Asset Allocation Podcast In our opinion, changing economic, market and political conditions introduce more uncertainty into markets than in recent years. Essentially ever since the 2007-08 financial crisis, record-low interest rates have forced...
Trump Policies and Current Market Trends

Trump Policies and Current Market Trends

Q1 2017 CIO Insights:  U.S. Large Cap Growth Equity Podcast In this edition of CIO Insights, we identify several considerations that may be important for investors going forward under a Donald Trump presidency. Certainly, no one...
2017 Outlook: More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations

More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations

Q1 2017 CIO Insights: Fixed Income Podcast As our Global Macro Strategy Team looks ahead to 2017, we believe the election of Donald Trump unleashed forces that are likely to push interest rates and inflation expectations higher...
Fed Rate Outlook

December Rate Hike Expectations Unchanged in the Wake of Trump Victory

Donald Trump’s presidential victory upended the status quo, unleashing a host of new U.S. global policy-related questions on top of the macroeconomic challenges already facing global markets. However, in one regard, Trump’s win didn’t rock...

CIO Insights: Delayed Interest-Rate Normalization Builds Case for Inflation Protection

Podcast Higher U.S. inflation may be lurking just over the horizon. Wages, rents, health care, and energy costs rose while the Federal Reserve (the Fed) remained too boxed in by global economic conditions to aggressively...

Q1 2016 Fixed Income Macro Outlook

The Federal Reserve (the Fed) finally raised its overnight interest rate target in December 2015 (its first rate hike since 2006) in a well-telegraphed move that didn’t affect the markets much at the time—it...

Q4 2015 Fixed Income Macro Outlook

Higher U.S. interest rates are supported by U.S. economic fundamentals but constrained by global macro headwinds. See why you should be prepared for short-term bond market volatility as expectations of Fed interest rate increases...

Q3 2015 Inflation Monitor

Our Global Macro Strategy Team believes U.S. inflation should remain largely contained during the next 12 months. See what future scenarios we expect, the probabilities we’ve assigned to them, and which indicators we’re monitoring. Download...