Sentences with phrase «from global reflation»

With regards to EM equities in particular, we like them because we see companies improving profitability and benefiting from global reflation.

We believe they should disproportionately benefit from global reflation, as well as a potential pickup in Japanese growth ahead.

With regards to EM equities in particular, we like them because we see companies improving profitability and benefiting from global reflation.

Not exact matches

We see this pointing to an even bigger earnings boost from stronger global activity as reflation accelerates and broadens.

Reflation is going global, and the reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in Reflation is going global, and the reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in our view.

Other signs of global reflation include a rebound in inflation expectations from mid-2016 lows, a bottoming out in core inflation and wages, and a synchronized pick - up in economic activity indicators and corporate earnings estimates.

We see this dynamic as alive and well, with the global economy moving from acceleration to a phase of sustained growth, as I write in my new Fixed Income Strategy piece Reevaluating reflation.

Global reflation should be positive for emerging market economies, yet the potential fallout from a stronger U.S. dollar keeps us cautiously selective.

Reflation is going global, and the reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in Reflation is going global, and the reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in our view.