Investors seeking durable real growth amid changing inflation dynamics need to tactically adjust their asset allocation, according to T Rowe Price (TRP).
Tag: Inflation
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.
Apac investors fear inflation
Although most Apac investors feel optimistic about economic growth and stock markets, they will adjust their portfolios to counter rising inflation, according to a UBS Global Wealth Management (GWM) survey.
Inflation fears grip bond managers
US Treasury yields have spiked this year as bond market participants prepare for the inflation that might accompany a consumer spending splurge.
HEAD-TO-HEAD: Axa vs Pimco
FSA compares two inflation-linked bond funds: the Axa World Funds Global Inflation Bonds Fund and The Pimco GIS Global Real Return Fund.
Will 2017 be good for inflation-linked bonds?
Inflation is set to head higher in the US after Donald Trump’s victory, putting inflation-linked assets in the spotlight.
China A-shares outlook better for 2H, says UBS
China’s A-shares are expected to enjoy near-term support from accommodative policies and the Shenzhen stock connect.
Positive sentiment on Chinese banks ignores govt stranglehold
When the People’s Bank of China imposed a 1% reduction on the required reserve ratio – the amount of cash reserves a bank must hold – on 20 April, bringing the rate down to 18.5%, it triggered a wave of positive sentiment. However, Rothman, investment strategist at Matthews Asia, believes that the hopes of increased […]
Lift-off in Japan or false dawn?
There is such a mixed bag of factors to weigh up that the answer is far from obvious. You can make a strong case either way. While Japanese equities fund managers seem sure recent good times are set to continue, other interested observers tend not to be so sure. Major factors in favour of […]
