Macro
Negative market sentiment is understandable, but Kristina Hooper sees multiple reasons to maintain some positivity even in this difficult environment.
Asset Allocation
Real assets are useful portfolio components in all market conditions. But in this inflationary environment, these assets could be essential.
Macro
In a pre-pandemic world of great abundance, supply was rarely a constraining factor on growth or a driver of higher inflation.
Asset Allocation
The annual Global Retirement Index reveals 2022 could be the most challenging year to retire in recent history, as market environment impacts pension savings.
Asset Allocation
Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.
Investing
The greenback provides the green grease which lubricates the global economy and if monetary policy leads to a shortage of dollars, then further upsets and dislocations are quite possible.
Macro
The Federal Reserve may be pressured to target a higher terminal fed funds rate as it seeks to tame U.S. inflation expectations following strong price rises in August.
Investing
Now inflation has become an issue, governments across the world are making the same mistakes as in previous inflationary periods.
Investing
From Europe’s natural gas crunch to the UKs new prime minister to Chinas stimulus measures, Invesco’s Kristina Hooper details seven issues she’s watching closely in September.
Asset Allocation
Remaining disciplined and using periods of volatility to find opportunities are key tenets of the US Value Team at Artisan Partners.
Equities
History shows that a rally in a bear market can be something of a false dawn. Several components need to come together to signal a more sustained recovery.
Fund Flows
The Fed has reiterated that the main aim is to get inflation down – whether that creates a recession or not.
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