Adviser-Hub articles

Articles tagged: Inflation
pm_inflationrdya Partner Zone

Is inflation really dead?

Premier Miton’s Anthony Rayner considers if the market is getting ahead of itself.

Premier Miton Investors 2nd Sep 2024

ninebottma Partner Zone

Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 28th Aug 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: Markets celebrate better news on inflation 

As inflation prints drop, is it go-go-go on rate cuts? Markets seem to think so.

Adviser-Hub 16th May 2024

Article-business-01-2022_1 Analysis & Opinion

The Week: UK inflation: good news? 

UK inflation data looks like good news, but will the Bank of England be persuaded?

Adviser-Hub 20th Mar 2024

Article-Goldmplate-01-2019 Analysis & Opinion

The Week: The rise and rise of the gold price

The extent of the gold price rally is too much to be explained by interest rate and inflation expectations alone. 

Adviser-Hub 13th Mar 2024

123455 Partner Zone

Podcast: Life after cash and investing at all time highs

A muddled inflation picture, uncertainty over if or when rates might be cut and markets at all time highs … Schroders asks: what should investors do?

Schroders 7th Mar 2024

Partner Zone

Fidelity’s Chart Room: Why inflation “surprises” really shouldn’t be a surprise

More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises, leading to an outperformance of inflation-linked bonds lon...

Fidelity International 7th Mar 2024

STA0224517488-001_US economics_TA_1440x770_asi Podcast

abrdn | Macro Bytes: Will the last mile of inflation be the hardest?

In this episode, abrdn discusses the rising US inflation in January and the challenges of bringing inflation back to the target.

abrdn 1st Mar 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: Inflation divergence

Inflation readings between the major nations are increasingly disparate. Will bond market recognise the gap?

Adviser-Hub 15th Feb 2024

Partner Zone

A long-term approach to short-term performance

The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have l...

Baillie Gifford 29th Jan 2024

Article-Buildings-FED-01-2019 Analysis & Opinion

The Week: The Federal Reserve’s head scratcher

The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?

Adviser-Hub 14th Dec 2023

capital_style3a Analysis & Opinion

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena? 

Capital Group 26th Oct 2023

Partner Zone

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena? 

Capital Group 20th Oct 2023

Article-Chart-03-2019 Analysis & Opinion

The Week: Stubborn inflation a headache for the Bank of England

UK inflation was unchanged for this month. It may be persistently high, but the Bank of England is unlikely to move on interest rates. 

Adviser-Hub 18th Oct 2023

Article-Chart-05-2019 Analysis & Opinion

The Week: Inflation: not over yet

Higher oil prices has disturbed the previously benign inflation picture in the US. What are the implications and could it have a knock-on effect in the UK and Eurozone?

Adviser-Hub 14th Sep 2023

Article-Chart-01-2019 Analysis & Opinion

The Week: Global inflation: emerging versus developed markets

Emerging and developed markets are diverging on inflation. What does it mean for asset allocation?

Adviser-Hub 9th Aug 2023

Article-America-02-2019-1 Analysis & Opinion

The Week: US inflation: good news?

The latest US inflation data has been met with optimism from markets, but is this enthusiasm premature?

Adviser-Hub 11th May 2023

schroders_infla030523a Podcast

Schroders | How bad is the inflation problem?

Inflation continues to spook markets but how concerned should we be? Schroders’ Chief Economist Keith Wade explains why inflation remains high and whether it's becoming embedded.

Schroders 3rd May 2023

Article-Chart-03-2019 Analysis & Opinion

The Week: Does higher inflation matter for the UK stock market?

This month saw another round of disappointing inflation data. It may provide another excuse not to invest in the UK economy. 

Adviser-Hub 20th Apr 2023

Article-Chart-03-2019 Analysis & Opinion

The Week: Inflation comes back to bite

Many investors had believed inflationary pressures were easing; the latest UK inflation figures are a nasty surprise. 

Adviser-Hub 22nd Mar 2023

pm_sober020323a Partner Zone

Perspectives – Higher for longer is a sobering environment for financial markets

Premier Miton’s multi asset fund manager Anthony Rayner discusses what higher inflation over a longer time period may mean for financial markets.

Premier Miton Investors 2nd Mar 2023

Article-Chart-03-2019 Analysis & Opinion

The Week: Better times for the UK?

The recent inflation and growth data for the UK gave tentative cause for optimism. However, the UK has a long way to go before it is likely to lure back international buyers.  

Adviser-Hub 16th Feb 2023

pm_persectiveusa Partner Zone

Perspectives – Time to pivot from worrying about inflation to worrying about employment?

How is a strong employment market giving the Fed a headache? Premier Miton’s David Jane, considers how low US unemployment is posing a real conundrum for both markets and t...

Premier Miton Investors 9th Jan 2023

hubinfation1 VIDEO

What’s next for inflation and interest rates?

The path of inflation and interest rates has preoccupied investors in 2022. With inflationary pressures apparently easing, will central banks hold their course on rate...

Adviser-Hub 20th Dec 2022

fil_goldencenturya Analysis & Opinion

The golden century: demographics, growth and inflation

Demographics of the next 75 years will be very different from the preceding 75. Wen Wen Lindroth from Fidelity’s Global Macro Team assesses how future demographic shifts could impact global growth and...

Fidelity International 3rd Nov 2022

pm_outlookinflationa Partner Zone

Perspectives: What is the outlook for inflation?

Premier Miton’s David Jane, co-manager of the Premier Miton macro thematic multi asset funds, highlights how the outlook for US inflation over the coming months is critical for all investment...

Premier Miton Investors 28th Sep 2022

Article-Global-03-2019 Analysis & Opinion

Can smaller companies thrive when the economy stalls?

Schroders’ Bob Kaynor, a US small and mid caps fund manager, discusses the impact of inflation and rising interest rates on smaller companies and whether they can outshine their large cap peers.

Schroders 25th Aug 2022

Article-Chart-03-2019 Analysis & Opinion

The Week: Inflation hits double digits: more bad news for the UK economy

Inflation in the UK continues to outpace expectations. The repercussions are dire and likely to deter international investors. 

Adviser-Hub 17th Aug 2022

Article-Chart-04-2019 Analysis & Opinion

Forget soft landings – how much of a recession is needed to tame inflation?

Schroders looks back at how inflation responded in previous downturns to help gauge the scale of the adjustment in growth and unemployment needed to tame it this time around.

Schroders 11th Aug 2022

Article-London-01 Analysis & Opinion

The Week: UK GDP: good news amid the gloom?

UK GDP data came in ahead of market expectations and staved off recession for another few months. Is it the sign of a turnaround?

Adviser-Hub 13th Jul 2022

Analysis & Opinion

Market View: CIO Q3 outlook

Against a backdrop of heightened volatility triggered by high inflation and hawkish banks, senior members of Fidelity’s investment team take stock of a challenging period for investors across asset cl...

Fidelity International 8th Jul 2022

Article-Chart-04-2019 Market Updates

Global update: Risk of stagflation moves closer

Concerns about rising inflation and faltering economic growth pervaded financial markets during June and central banks around the world raised interest rates in a bid to curb inflationary pressures th...

Adviser-Hub 8th Jul 2022

Article-Building-04-2019 Market Updates

UK market review: Downturn fears hit sentiment

As inflationary pressures continued to bite, the Bank of England announced its fifth consecutive increase to interest rates during June.

Adviser-Hub 8th Jul 2022

Article-Chart-04-2019 Analysis & Opinion

The Week: Inflation remains a menace

There was another round of startling inflation statistics this week, with UK CPI reaching its highest point since 1982. 

Adviser-Hub 23rd Jun 2022

Article-balance-01-2019 Analysis & Opinion

Finding places to hide

Inflation is at a pivotal point, says BNY Mellon Real Return manager Suzanne Hutchins. Here she discusses what this means for investment opportunities and risks.

BNY Mellon Investment Management 20th Jun 2022

Article-Chart-01-2019 Market Updates

Global update: Higher interest rates on the horizon

Despite the spread of the Omicron variant of Covid-19, major equity markets around the world ended 2021 in positive territory, boosted by mounting hopes that the variant would prove less serious than...

Adviser-Hub 13th Jan 2022

Article-London-01-2019 Market Updates

UK market review: A strong end to 2021, but question-marks remain

UK equity markets wobbled early in December as investors tried to assess the potential impact of the new Omicron variant of Coronavirus.

Adviser-Hub 13th Jan 2022

Article-Coin-02-2019 Analysis & Opinion

Market View: 2022: investing in an inflationary world

Can investors protect their portfolios from rising prices? Managers from Newton Investment Management pick out the potential implications and opportunities across the investment landscape resulting fr...

BNY Mellon Investment Management 16th Dec 2021

Article-Chart-05-2019 Analysis & Opinion

The Week: Inflation: not so transitory after all

Inflationary pressures are real and are looking increasingly persistent rather than transitory. Investors need to be wary of the assumption that all equities can weather an inflation storm.

Adviser-Hub 16th Dec 2021

Article-Building-04-2019 Analysis & Opinion

Bank of England makes its move

In an unexpected move, Bank of England policymakers opted to tighten monetary policy at their December meeting in a bid to address surging inflationary pressures.

Adviser-Hub 16th Dec 2021

actualincomethumbnail VIDEO

Baillie Gifford | Actual Income: We need to talk about inflation

When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of the Bailli...

Baillie Gifford 9th Dec 2021

Article-Coin-02-2019 Analysis & Opinion

Quality investing during inflationary times

There are three core characteristics that insulate quality businesses from the damage inflation can bring: pricing power, lower capital intensity, and healthy balance sheets, says Ninety One’s Co-Head...

Ninety One 3rd Dec 2021

Article-Chart-04-2019 Analysis & Opinion

The Week: Targeting Pricing Power

As UK inflation ticks higher, will the traditional strategies adopted by fund managers to deal with rising prices prove effective?

Adviser-Hub 18th Nov 2021

Article-Chart-05-2019 Analysis & Opinion

The great inflation debate

Against a backdrop of broad-based inflationary pressures, Fidelity International’s Global Macro Team assess whether the current price surge will prove transitory or persistent and how will this shape...

Fidelity International 4th Nov 2021

Article-Time-01-2019 Market Updates

Global market review: Higher inflation for longer

The International Monetary Fund (IMF) warned that the world is facing inflationary pressures that will be “higher and longer than expected”.

Adviser-Hub 3rd Nov 2021

Article-Infrastructure-01-2019 Partner Zone

Five reasons why energy transition stocks will likely weather the inflation storm

Five reasons why energy transition stocks can weather the inflation storm: although energy transition equities face near-term challenges, the long-term opportunity remains unchanged and continues to s...

Schroders 25th Oct 2021

Article-Chart-04-2019 Partner Zone

Is inflation here to stay?

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey, which highlights the few sectors where inflation could be set to...

Fidelity International 14th Oct 2021

Article-Chart-05-2019 Market Updates

UK market review: M&A activity boosts mid caps in August

Investors witnessed a surge of M&A activity in August as companies sought to make use of their high cash balances.

Adviser-Hub 2nd Sep 2021

Article-Direction-05-2019 Analysis & Opinion

Five things to watch out for in the rest of 2021

The economic restart is well under way, with buoyant economic data emerging from most major economies. However, the world can only reopen once and we are entering the ‘post-restart’ era.

Adviser-Hub 20th Aug 2021

Article-Chart-03-2019 Analysis & Opinion

The Week: Inflation falling? No-one is fooled

Inflation may have dropped, but few believe inflationary pressures have gone away.

Adviser-Hub 18th Aug 2021

Article-Grow-02-2019 Analysis & Opinion

Adapting to inflation

A bottom-up view – for investors, building resilient portfolios that can thrive in this environment will be key to capturing sustainable returns.

Adviser-Hub 22nd Jul 2021

Article-Puzzle-01-2019 Market Updates

Global update: Growth and inflation are on the rise

Prospects for inflation and interest rates continued to garner headlines during June.

Adviser-Hub 15th Jul 2021

Article-Chart-05-2019 Market Updates

Inflation – are you scared?

Inflation has gone from bogeyman to benign, but could that be about to change as economies revive?

Adviser-Hub 10th Feb 2021

Article-Chart-05-2019 Market Updates

Inflation – should you be scared? (and what you can do about it)

Policymakers have responded to the Covid-19 outbreak by spending: history suggests this should create inflation. Should investors be worried and how can they protect themselves?

Adviser-Hub 21st Sep 2020

Article-Chart-03-2019 Market Updates

The Week: Inflation statistics: another gloomy sign?

This month’s inflation data undershot. Another reason to be gloomy about the UK’s prospects?

Adviser-Hub 19th Jul 2018

Article-Chart-04 Partner Zone

Key Indicators of a New Recession

It is widely believed that a low rate of unemployment and high rate of inflation are key signs of a healthy economy. While this may be the case, these characteristics are also the ones that are most l...

Adviser-Hub 8th Aug 2017

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