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European Equities: Will Inflation Be Transitory for Longer?
Questioning whether inflation will become more persistent and what this means for European equities.
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The recent sell-off in government bond yields is testing the patience of central banks and bond markets are reacting to the hawkish messages.
A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.
The imminent arrival of tapering by the Federal Reserve amplifies challenges facing bond investors.
Why 10-year bond yields may have already peaked.
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
Bond markets are once again sending a message on rates. Is anyone listening?
Finding opportunities in the current bond environment.
Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.
From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
On the challenges of forecasting interest rates in uncertain markets.