Sceptics warn better-than-expected numbers do not reflect inflationary pressures.
Tag: Inflation
Investors to strike more balance to mitigate recession
In trying to navigate uncertainty over both inflation and growth, Schroders believes a diversified portfolio is the best approach for the coming months.
Investors brace for turning point in markets
The coming quarter could be pivotal in determining the trajectory for markets and economies over the next few years, with Fidelity International expecting the start of a ‘great reset’.
Resilience and growth to steer Asian portfolios
Investors can weather high inflation and slower growth via selective Asian credits as well as equities in areas like sustainability and innovation, says Manulife Investment Management (Manulife IM).
Portfolios brace for persistent inflation
China’s zero-Covid policy, rising commodity prices and a resurgent service sector are three reasons why Schroders believes inflation is here to stay for the time being.
Pimco reveals three ways to hedge inflation risk
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
Collapse of crypto makes investors nervous
Those looking to outsmart inflation might want to avoid this volatile asset class.
TRP bets on tactical tilts to fight inflation
Investors seeking durable real growth amid changing inflation dynamics need to tactically adjust their asset allocation, according to T Rowe Price (TRP).
Best and worst performing fixed income funds in 2021
Surging inflation and China’s property crisis led to a tumultuous year for fixed income markets.
Blackrock flags major investment themes shaping markets
Its mid-year outlook tips inflation, China and the net zero challenge as dominant themes.