Are fixed income funds the panacea, or are they too expensive?
Concerns have begun to emerge on valuation grounds, write Cherry Reynard
stagflation
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BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
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Should investors prep for rerun of 1970’s-style stagflation?
Last week’s US Treasury yield curve inversion signals possible recession amid oil price shock
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Edward Fane: Patience is a virtue in inflationary times
Look through the short term, filter out the noise and remain patient until the overall trajectory becomes clear
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Guy Stephens: Markets have ingredients for stagflation cocktail
Rowan Dartington technical investment director Guy Stephens said the US, UK and eurozone tick two of the three boxes that point to a stagflationary resurgence.
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PA ANALYSIS: Fear inflation, stagflation, or stagnation?
Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.
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Hodges: Dump TIPS, prepare for stagflation
Nomura Global Dynamic Bond manager Richard Hodges says stagflation is the most likely scenario for the global economy this year.