Inflation: How We Got Here And Where We’re Going
Global inflation has shot up in the past year to multi-decade highs. But why has this happened and where do we go from here?
Our Insights
Stay ahead of the markets with insights from our portfolio managers and research teams across trending topics, asset classes and macro views.
Inflation's New Dawn
Our thought leaders show how agility, diversification and customization can help actively navigate inflation's growing threat to portfolios.
Research Brief: Portfolio Implications of a Higher US Inflation Regime
Inflation’s impact on traditional equity-bond allocations and on those with more weight to assets with direct inflation exposure, like commodities.
The fundamental truth in the permanent or transitory debate
Much has been written about inflation over the past year, with most of the debate focused on the nature of the increase: Is it permanent or transitory?
Latest Ideas From Across the Firm
Portfolio Construction
Risk functions can no longer be check-the-box exercises but rather must align with investment decisions to ensure accurate compliance with risk-control mandates.
Mind the Gap: The E/P Valuation Spread
Our research shows that the valuation spread may help predict how value stocks will perform in the future.
If you think fundamentals are a driving force in uncertain times, then active management is very, very important.
