Inflation
Shouldn't all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not.
Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?
Jerome Powell, Andrew Bailey, and Christine Lagarde shouldn't keep us up at night.
Negative interest rates may offer an opportunity, says Eric Lonergan.
In economics and investing, some concepts have become indistinguishable from articles of faith.
Janet Yellen sat for a wide-ranging fireside chat with Margaret “Marg” Franklin, CFA.
Inflation distorts a company’s income statement in three distinct ways, writes Gaurang Trivedi, CFA.
The introduction of the Skill Ratio by Daniel Blais, CFA; Brodie Gay's examination of how inflation is underreported; and an exploration by Ziad Abou Gergi, CFA, of the manager-selection process, are among the top posts from March.
Published estimates suggest inflation has been nonexistent despite extended, near-zero interest rates and a near doubling of the M2 private money supply since the recession.
Michael Pond, CFA, delivered an interesting primer on inflation-linked debt at the recent CFA Institute Fixed-Income Management Conference. So what are inflation-linked bonds? They are most typically debts issued by sovereign nations whose nominal interest rate is adjusted, either up or down, by an inflation measure.