"An inflation process, particularly when it starts from nothing as inflation is deeply forgotten, is a discovery process."
Few have the scope to loosen policy if economic conditions worsen
"Just when you thought things were improving"
Further price fluctuations loom amid Fed hikes, inflation, and post-pandemic shifts.
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.
Why trend economic growth is set to go on falling
Prospects for stocks look bright amid expected policy continuity
Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration
A new fork in the road?