There is a rise in government agency regulation to protect the people from external monetary factors that might hurt the economy, for instance,
global inflation rates and financial trade.
With global inflation forecast to pick up, is it time to add exposure to commodities, where fundamentals are improving and valuations are attractive?
A synchronized rise
in global inflation expectations is fueling higher bond yields, and we see actual inflation running hotter in the U.S. than in Europe and Japan.
Long - term interest rates are currently low due to
low global inflation expectations and moderate growth potential in Canada due to lower oil prices, a heavily indebted household sector and a weakened manufacturing base due to relatively high unit labour costs.
The distribution
of global inflation outcomes has a right tail as well as a left tail; over our five - year horizon, a breakout of inflation to the upside of central bank inflation targets is not as unlikely as many seem to assume.
However, in an integrated global economy, the difficult economic conditions in Europe (which was the impetus for their implementation of US - like Quantitative Easing) and lower energy prices, have exerted significant downward pressure on
global inflation expectations, resulting in negative government bond yields in several European countries.
Viktor Shvets of Macquarie covers the trade war rhetoric from the Trump administration, the Hong Kong dollar and the outlook
for global inflation.
Japan's economy is struggling to recover from deflation and stagnation and due to the
rising global inflation it is likely to find it even harder, as greater yields will be available in other countries.
Its massive stockpiles of foreign reserves and low - cost factories have suppressed long - term interest rates,
kept global inflation in check and driven a boom in commodities that has benefited Canada immensely.
GIC reported a 20 - year annualized real return - its key measurement gauge - of 3.7 percent
above global inflation for the year ended March, down from 4 percent a year ago.
Smaller Singapore peer Temasek Holdings focuses on equities, but GIC, set up to manage Singapore's foreign reserves, adopts a more conservative investment strategy, with the long - term goal of
beating global inflation.
I use inflation for the advanced countries
because global inflation data are always affected by a small number of countries that from time to time have very high inflation or hyperinflation.
ILB
uses global inflation - linked bonds and currencies to diversify investors» inflation protection strategies.
That They Will Eventually Release Most Of Their QE'ed Sovereign Debt From Their Balance Sheets [
as global inflation emerges] Into The Market... Mostly Via Non-Reinvestment At Maturity.
I was thinking of investing in IGIL (iShares III plc Barclays
Capital Global Inflation - Linked Bond), where the factsheet indicates that duration is c. 13, but am not sure if it is hedged to sterling.
«Lastly, as has been mentioned, in particular by the hon. Member for Wirral South (Alison McGovern), there is concern
about global inflation.
News from China added to other global issues, such as continued European economic stimulus, the threat of terrorism, and
languishing global inflation, point to yields possibly remaining lower in 2016 before going higher.
We anticipate low Canadian interest rates, anchored by still
low global inflation and broadly accommodative monetary policy.
Global inflation linked to oil is impacting imports and exports, which along with the instability of global currency volatility will result in a global liquidity trap — much like attempting to build a dam on The Amazon River before XMAS...
Its new fund, the Global Advantage Inflation - Linked Bond Strategy Fund (ILB) will invest
in global inflation - protected securities.
GIC said that over the 20 years through the end of March, its annualized real rate of return, or the return excluding
the global inflation rate, was 3.7 percent a year.
Macro fundamentals argue for higher yields, but D.C. drama and low
global inflation should act as caps.
What was not stressed was that the main source of
global inflation was the United States, whose war in Southeast Asia had created a budget deficit and forced the world off gold.
Ralph Segreti, Director,
Global Inflation - Linked Product Manager Barclays Capital, «Inflation as an Asset Class» Mike Buttner, Managing Director / CEO Wachovia Bank International «Derivatives, Notional Value Exposure, Policing Collateral and Safety Issues for Financial Systems»
The global inflation outlook has been gaining considerable interest as the global synchronized economic upturn gathers pace and central banks start to think about normalizing policy.
As a member of the Fixed Income team, he manages the firm's US and
global inflation - adjusted, global total return and global government portfolios.
In other words, the world is now immersed in the stage of
the global inflation cycle — a cycle that's a natural consequence of today's monetary system — in which reserves get disgorged by central banks as part of efforts to address blatant «inflation» problems.
A synchronized rise in inflation expectations, reflected in rising bond yields, shows markets are growing more confident that
global inflation has finally hit bottom.
For a more detailed analysis of
Global Inflation, read «Inflation: Dead, or Just Forgotten?»
We anticipate low Canadian interest rates, anchored by still low
global inflation and broadly accommodative monetary policy.
My fear is that at some point, some significant player will follow a discordant approach which changes the terms of the tenuous equilibrium, leading to
global inflation (monetize the debts for real; do not sterilize) or insist on fair payments at par (adopt a gold or other commodity - based currency standard).
And barring a European - induced financial meltdown,
global inflation is here to stay.
Inflation is also rising due to
global inflation.
Global inflation is rising even as the world economy is slowing.
Global inflation is of utmost importance due to various reasons.