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Inflation

Showing 10 of 15 Insights Posts
148770684
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Early thoughts on historic hike in US tariffs

Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.

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event April 2025
4 min
Article
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1145233383
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Could “Liberation Day” trigger a shift in capital flows?

John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.

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event April 2025
3 min
Article
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1096496308
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

FOMC meeting: Misery loves company

Fixed Income Portfolio Manager Jeremy Forster explores the Fed's decision to hold rates, downgraded economic forecasts, and the implications of balance-sheet policy changes on inflation and market conditions.

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event March 2025
3 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
inflation hedge gold coins
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Can quality hedge against inflation?

Can Quality hedge against inflation? In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.

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event February 2025
3 min
Infographic
2026-02-28
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1401171512
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New era demands a nimble approach to credit

Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.

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event May 2024
5 min
Article
2025-05-31
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Mid Year Outlook Designs
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Fork in the road: Slowdown or reacceleration ahead?

Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities. 

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event January 2024
Article
2026-01-31
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Mid Year Outlook Designs
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Credit market outlook: Expect greater opportunities in back half of 2023

Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.

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event June 2023
Article
2024-06-30
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486463910
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Will the Fed send the US economy into a recession?
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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event August 2022
Article
2023-07-31
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Timely musings on Fed policy and inflation
With rising inflation and interest rates dominating the financial headlines in recent weeks, I have been fielding a flurry of colleague and client questions about the likely future trajectory of US monetary policy. While I don’t claim to have all the answers, especially with so many “known unknowns” as of this writing, here are my latest thoughts.
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event May 2022
Quick Take
2023-05-31
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US inflation risk, angry bondholders, and silver linings
Here are quick thoughts on some common questions I’ve been asked recently about Fed policy, yields, the US dollar, and financial markets.
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event May 2022
Quick Take
2023-05-31
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