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The inflation psychology is kicking in

"An inflation process, particularly when it starts from nothing as inflation is deeply forgotten, is a discovery process."

Pascal Blanqué, Chairman, Amundi Institute
Amundi Asset Management,  20 April 2022

Most Central Banks Have No Choice But to Remain Hawkish

Few have the scope to loosen policy if economic conditions worsen

Nikolaj Schmidt, Chief International Economist
T. Rowe Price,  April 2022

Stagflation risk increases in the eurozone

"Just when you thought things were improving"

Peter Vanden Houte, Chief Economist, Belgium, Luxembourg, Eurozone
ING, 03 March 2022

What’s Behind the Market Volatility, and What We’re Watching Next

Further price fluctuations loom amid Fed hikes, inflation, and post-pandemic shifts.

Sebastien Page, Head of Global Multi-Asset
T. Rowe Price,  February 2022

Sovereign wealth funds: evolution of the giants

As sovereign wealth funds shift their vast portfolios into new asset classes, such as real estate, infrastructure and private debt, perceptions of these investment behemoths are beginning to change.

Aviva Investors,  7 February 2022

Fed officials’ discomfort is growing with the inflation overshoot: why it will remain cautious

Ainouz Valentine, Deputy Head of Developed Markets Research; Georges Delphine, Senior Fixed Income Research Strategist
Amundi Asset Management,  December 6, 2021

The long decline

Why trend economic growth is set to go on falling

Stewart Robertson, Senior Economist (UK and Europe)
Aviva Investors,  12 November 2021

Change in Political Leadership and the Outlook for Japan

Prospects for stocks look bright amid expected policy continuity

Archibald Ciganer, Portfolio Manager
T. Rowe Price,  Insights on Japanese Equities, November 2021

Rising Inflation Risk and How to Address It

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration

Yoram Lustig Head of Multi‐Asset Solutions, EMEA; Michael Walsh Solutions Strategist, EMEA
T. Rowe Price,  October 2021

Regulatory shifts in China

A new fork in the road?

Amy Kam, Senior Portfolio Manager
Aviva Investors,  12 October 2021
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