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Positioning Portfolios for a Variety of Inflation Scenarios

With inflation beginning its much-anticipated rise, forecasters and policy makers have been quick to repeat expectations for a leveling off later this year. It’s worth considering whether longer-term risks could be tilted higher and how portfolios can prepare for different outcomes.

A Price Adjustment, Not an Inflation Spike: April U.S. CPI

A Swift Price-Level Adjustment, Not an Inflation Spiral: April U.S. CPI

We believe the U.S. is undergoing a large price-level adjustment, not shifting to a persistently higher inflation regime.

The Outlook for Inflation, Near Term and Long Term

China Property Sector Remains Robust Despite Policy Headwind

While the market should remain relatively stable this year, we are monitoring three themes that could have a significant impact over the longer term.

Treasury Issuance Could Aid Adoption of SOFR Benchmark

As regulators push to transition away from Libor, sales of Treasuries linked to the successor rate could boost the new benchmark’s credibility and expand nascent markets for related debt and derivatives.

Realigning Inflation Expectations

To sustainably reach its inflation target, the Fed must raise inflation expectations – and that likely will require a period of above-target inflation.

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Positioning Portfolios for a Variety of Inflation Scenarios

Positioning Portfolios for a Variety of Inflation Scenarios

A Swift Price-Level Adjustment, Not an Inflation Spiral: April U.S. CPI

A Swift Price-Level Adjustment, Not an Inflation Spiral: April U.S. CPI

The Outlook for Inflation, Near Term and Long Term

The Outlook for Inflation, Near Term and Long Term

China Property Sector Remains Robust Despite Policy Headwind

China Property Sector Remains Robust Despite Policy Headwind

Treasury Issuance Could Aid Adoption of SOFR Benchmark

Treasury Issuance Could Aid Adoption of SOFR Benchmark

Realigning Inflation Expectations

Realigning Inflation Expectations

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