inflation

Wouter van Overfelt, Vontobel
Asset Managers
November 18, 2021

EM debt a paradise for active investors

“The world needs to be prepared for a debt crisis in emerging markets. Rising interest rates will…
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Oil refinery stock shot
Asset Allocation
October 13, 2021

ING adjusts portfolios to turbulent energy market

While the price of gas shot through the roof last week, it seems that a real energy crisis can be…
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Martine Vissers and Niels Bodenheim
Asset Managers
October 12, 2021

Is illiquidity in private markets still an issue?

The question is whether the illiquidity of private markets is still an issue if the market becomes…
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Old and young 
Opinion
October 8, 2021

Comment: ageing population to increase inflation

To a large extent, the current inflation level is a consequence of the coronavirus crisis. That is…
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Christine Lagarde, ECB 
Opinion
September 28, 2021

Economic analysis: the start of the tightening cycle

The Federal Reserve, the Bank of England and the ECB have all started to tighten. The Fed thinks…
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Guy Wagner, Banque de Luxembourg Investments
Asset Managers
September 23, 2021

BLI’s Guy Wagner sees a second inflation wave risk

Guy Wagner of Banque de Luxembourg Investments believes that Western economies will emerge weakened…
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James Beaumont, Natixis IM
Asset Allocation
September 13, 2021

Two major concerns of multi-asset investors

Every day, Natixis IM’s head of multi asset James Beaumont and his team wonder how much higher the…
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Climate protest image
Opinion
August 12, 2021

Han Dieperink: more inflation thanks to IPCC report

The IPCC report is widely seen as disturbing and alarming. The urgency is clear. The most important…
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Vincent Mortier
Asset Allocation
July 25, 2021

Amundi: A monetary policy mistake is now the biggest risk

A monetary policy mistake is now a very big risk about which markets are not taking sufficient…
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Stefan Duchateau
Opinion
July 23, 2021

Commentary: Time is running out and inflation is rising

Only the first statement is certain. The first half of 2021 has gone by so quickly that we haven’t…
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Lukas Daalder, BlackRockchief investment strategist
Asset Managers
July 12, 2021

Inflation no longer driving market corrections

BlackRock calls the new status quo in the global economy ‘New Nominal’. “The ’New Nominal’ is the…
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Vincent Mortier, Deputy Chief Investment Officer at Amundi
Asset Managers
June 30, 2021

Amundi: interest rates and inflation will continue to rise

Long-term interest rates will continue to rise, as will inflation. And the correlations between…
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Asset Allocation
April 30, 2021

Inflation or no inflation? The jury is still out

The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in…
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Asset Managers
April 23, 2021

JP Morgan AM: Inflation expectations not impacted by pandemic

The US asset manager expects inflation to be slightly below 2% for developed economies over the next…
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