‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone.
Tag: TIPS
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
BNP Paribas AM: allocate assets for a soft landing
Investors should focus on real yields and expect a weaker dollar as interest rates fall next year, says the asset manager’s chief market strategist.
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).