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This content is from: Portfolio

Here’s Proof That Stocks Were Never an Inflation Hedge

Credit Suisse says that investors are relearning the law of risk and return, and advises them to adjust their future expectations accordingly.
By Michael Thrasher
February 24, 2023
This content is from: Portfolio

Allocators Are Focusing on These Asset Classes

A new survey by Natixis finds institutional investors are remarkably optimistic in spite of the macro environment.
By Grace Chung
December 07, 2022
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Japan Credit Oultook Lowered, Deflation Ends

A leading ratings agency has lowered its outlook for Japan’s credit rating due to increasing levels of sovereign debt, while the country’s long streak of deflation came to an end at the beginning of the second quarter, according to Bloomberg.

May 31, 2011
This content is from: Portfolio

Investors See Silver Lining in Euro Zone Deflation

Although falling oil prices have pushed down consumer prices, the region’s stock markets could benefit from higher disposable income.
By David Turner
January 26, 2015
This content is from: Portfolio

Investors’ Confidence in China Dips as Zero-Covid Continues

But optimists argue investors should take advantage of the appreciation of the U.S. dollar against emerging market currencies.
By Hannah Zhang
October 21, 2022
The 2014 All-Europe Fixed-Income Research Team

Market fundamentals have improved, but deflation fears cloud the fixed-income outlook.

February 25, 2014
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