Practical analysis for investment professionals

Inflation


Inflation Will Fall, But Not Far Enough

We can expect the surge in US inflation to subside. But not enough to help ailing consumers.

Monetary and Fiscal Policy Post-COVID-19: Four Themes

Rob Arnott, Joyce Chang, and Louis-Vincent Gave offer their perspectives on the policy landscape and its implications for investment strategy.

The Fed’s Blindspot on Global Inflation Drivers

What is driving the surge in inflation and how are central banks misplaying their hand?

Myth-Busting: Equities Are an Inflation Hedge

How can investors hedge against inflation risk? Do equities offer any protection?

Myth-Busting: Money Printing Must Create Inflation

Shouldn't all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not.

How to Manage Inflation Risk: The Local Inflation Factor

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

Who’s Afraid of Jerome Powell?

Jerome Powell, Andrew Bailey, and Christine Lagarde shouldn't keep us up at night.

Negative Interest Rates: Accentuate the Positive

Negative interest rates may offer an opportunity, says Eric Lonergan.

Debt and Inflation Fears: Investing’s Obsolete Dogmas?

In economics and investing, some concepts have become indistinguishable from articles of faith.

Janet Yellen on Recession Risks, Inequality, and Climate Change

Janet Yellen sat for a wide-ranging fireside chat with Margaret “Marg” Franklin, CFA.