where is qe inflation
In recent weeks, we have spent time discussing the still-fragile nature of the US economic recovery, but we have not focused as much on another important factor that affects the markets – inflation.
In recent weeks, we have spent time discussing the still-fragile nature of the US economic recovery, but we have not focused as much on another important factor that affects the markets – inflation.
The results of the European Central Bank monetary policy meeting are likely to include action to address fears of deflation – the question is what form that will take.
Kames Capital has changed the mandate for its inflation-linked fund to benchmark against the UK Retail Price Index +4% over the medium term.
Despite high unemployment rates, excess capacity and a sanguine inflation outlook from the major central banks, it is important to keep an eye on any potential inflation surprises that may be coming down the line.
Later this week the UK will release inflation data for April with the market consensus forecast that CPI dropped to 2.6% from 2.8% from March and that the RPI fell slightly to 3.1% from 3.3%.
The threat of high inflation has been a talking point for several months now, perhaps years, but how can you actually protect your portfolio from potential price rises?
Pimco has launched its GIS Inflation Strategy Fund for European investors which will invest in a range of real assets while hedging against the impact of market shocks.
James Montier's latest white paper looks at the causes of hyperinflation and argues that it is not just central banks printing money that will bring it about.
A less than rosy economic forecast by the Bank of England caused the pound to fall to a six-month low against the dollar and to one of its lowest levels against the euro for 15 months on Wednesday.
UK consumer prices inflation was unchanged for the third month in a row during December, the latest official figures show.
The erosion of purchasing power is weighing heavy on clients' minds. With liquid assets earning next to nothing, clients are demanding investment solutions that counteract the insidious spectre of inflation.
The Office for National Statistics’ (ONS) plan to create a new inflation measure has been met with scepticism by asset allocators.