«Lastly, as has been mentioned, in particular by the hon. Member for Wirral South (Alison McGovern), there is concern
about global inflation.
Not exact matches
So, if there's a lot of
global slack, that will make them less concerned
about inflation pressures, but by then, if a lot of places are at relatively full employment and seeing target
inflation, that will make them want to make sure that we're not going into an overheating kind of mode.
According to new research on the role of the U.S. dollar from Harvard, cited by Fed Vice Chairman Stanley Fischer, the U.S. economy is fairly insulated from foreign
inflation / deflation pressures via exchange rates, implying that policymakers should be less worried
about global deflation pressures.
Although some are concerned
about potential
inflation and higher interest rates, we still enjoy an environment of synchronized
global economic growth and muted macro risks.
I agree with the Accumulator's points
about Global Index linkers but would point out that a
Global Equity fund would also give a measure of protection against home - grown
inflation via currency depreciation as well as capital / income growth.
I got in touch with L&G in 2014 to ask them
about the average duration of holdings in the
Global Inflation Linked Bond Index Fund, they responded that it was 8.20.
Low
inflation and uncertainties
about the
global economy also forced the ECB to revise its forecast for 2015 eurozone growth from 1.5 % to 1.4 %.
As all the
global markets were in sell mode St. Louis Fed President James Bullard hit the airwaves with thoughts
about being wrong in his
inflation projections.
Talk
about a green light situation, leading up to last Friday's release of the February employment data, the investing landscape had three forces acting as potential headwinds to an otherwise secular bullish trend — increasing interest rates, rising
inflation and
global trade tariffs.
The dollar came under heavy selling pressure against most major currencies in the wake of the Fed's announcement, which triggered a round of complaints from emerging markets worried
about controlling
inflation and maintaining their
global competitiveness.
But because worries
about global economic growth,
inflation and the threat of central bank rate hikes are one catalyst for the climb of bond yields, some analysts worry that the move higher may prove sustained and inflict damage to the world's biggest economy.
Although some are concerned
about potential
inflation and higher interest rates, we still enjoy an environment of synchronized
global economic growth and muted macro risks.
>> TALK
ABOUT UNREALISTIC EXPECTATIONS... Individual investors told researchers for the Natixis
Global Asset Management Survey that they need annual returns of 9.7 % above
inflation to meet their financial goals.
This blog is here for us to share our views on the things that matter to bond investors —
inflation, interest rates and the
global economy — as well as to talk
about the bond markets themselves.
During her address, she will talk
about the
global and U.S. economies as a whole and, specifically, the effects of
inflation, the continuing impact of the subprime market fallout and arising macro economic trends.
But since
inflation is expected to remain at
about 2 percent per year for the foreseeable future, commercial real estate investors are advised to look at the overall performance of a property or pooled investment fund rather than its utility as an
inflation hedge, says Martha Peyton, CRE, managing director and head of
Global Real Estate Strategy and Research at TIAA - CREF in Newport Beach, Calif..