Inflation-linked bonds attractive despite uncertain outlook
Despite a murkier outlook for global inflation, there could be “positive surprises” ahead which make inflation-linked bonds an attractive diversifier, Fidelity International says.
Inflation
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ANALYSIS: The Bank of England’s inflation conundrum
Hot on the heels of the US, the UK has reported weaker than expected inflation data and like its opposite number on the other side of the pond, the Bank of England is now faced with a quandary over rate rises.
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Record inflows for US inflation-linked bond ETFs
US inflation-linked bond ETFs saw record inflows in February, according to Lipper data. European investors are taking advantage of break-even inflation rates that are lower than they probably should be.
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ANALYSIS: Time to worry about inflation?
Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?
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ECB remains in wait-and-see mode as inflation picks up
The European Central Bank (ECB) is keeping its monetary policy unchanged, as ECB-president Mario Draghi expressed confidence that inflation in the Eurozone is “converging to our objective”.
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ANALYSIS: Are the bulls about to charge?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
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UBS launches ETF suite as inflation threat looms
UBS Asset Management has listed five new exchange-traded funds (ETFs) tracking two benchmark indexes for US Treasury Inflation Protected Securities (Tips).
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Markets shake off Trump triumph, but long-term risks loom
The surprise US election victory by Donald Trump has greatly increased uncertainty, yet asset prices are now back at similar levels as just a couple of days ago when a Clinton victory looked more likely.
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ANALYSIS: BoE back to square one as inflation forces grow
Balance was the word of the day following the release of the November Inflation Report from the Bank of England.
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UK inflation to peak at 4% next year, says think-tank
Brexit-fuelled sterling weakness will push consumer price inflation toward 4% in the middle of next year, the National Institute of Economic and Social Research said on Wednesday.
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ANALYSIS: Inflation is here to stay – invest wisely
With rising prices for fuel, restaurants and hotel rooms pushing up UK inflation, is it any great surprise we’re all staying at home watching Netflix?
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Why inflation is more of a concern than deflation
Joe Tennant, product specialist for the Schroders Multi-Manager team, explains the role inflation plays in an economy and the state of play today.