What keeps investors awake at night?

Is it inflation, growth, interest rates, the Fed’s next moves? A recent survey we conducted over social media showed that nearly half of the respondents say inflation is their main concern. There are as many different perspectives as there are many unknowns. While some investors cringe at unexpected spikes in the consumer price index (CPI), others dismiss it as a transitory phenomenon. Central banks, particularly the US Federal Reserve, have recently become more inflation-tolerant, but this doesn’t mean that investors are relaxed about it. It is also important to look at the flip side of the coin, deflation, which is even less desirable than inflation.

Surveyed 13,634 global potential private and institutional investors. Survey period: July 23 to August 20, 2021

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How should investors position themselves in an environment where economic growth has peaked and inflation is on the rise?

This depends on your perspective and your asset class. Are you focused on developed market equities, or are you a fixed-income investor, maybe exploring more exotic shores via emerging-market paper? Do you think a multi-asset portfolio is right for you? The more you consider all the different perspectives, the more you can be sure to make the right decision for your investments.

  

See what our experts have to say about inflation.

  

What keeps us up at night? Not inflation, but rate hike uncertainty

Markets have dissected every word uttered at the US Fed’s Jackson Hole symposium. One thing remains as clear as ever: The Fed won’t rush rate hikes, also because inflation is no real worry – or is it? Sweating under the studio lights, five Vontobel experts discuss prices, growth, and what keeps them up at night.

  

  

  

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Investing in times of inflation: yields in comparison since 1973

Find out which price index economists use to measure inflation and which asset classes and sectors have performed best in the past in an inflationary environment. How should multi-asset portfolios be aligned? Which are the most important points in times of rising (or falling) inflation?

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What causes inflation and makes prices rise? Read what inflation is and what types of inflation exist

What is inflation? What drives inflation rates?

In this article, three economists expose and debunk the fears that lie at the heart of the subject. Find out more about what exactly inflation is, how it arises and the three most common types of inflation.

Read more
 
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Keeping your cool while headlines scream inflation

For bond investors, evidence of rising inflation represents the most resonant market story of 2021. In in his latest article Mark Holman, CEO of TwentyFour Asset Management (a boutique of Vontobel Asset Management), outlines the considerations for bond investors as they navigate credit market during the remainder of 2021.

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How to check if “peak” talk has substance to it

Discussions by the office water cooler now often revolve around peak growth or peak inflation and their implications. The rapid change of the economic environment can indeed be confusing. To get a clearer idea about the “real” state of the economy, we use our proprietary business cycle model “Wave”.

Read more
 
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Why the “fourth industrial revolution” should keep inflation in check

Inflation here, inflation there. That old chestnut has been cracked open and is appearing everywhere. So, what’s going on? Well, pardon the pun, but central banks are in a central role in keeping inflation in check. However, inflation is not really a worry for them and, more importantly, there are bigger forces at play that will keep inflation low, according to Mondher Bettaieb, Head of Corporate Bonds.

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Who's afraid of the Inflation Wolf of Wall Street?

The Inflation Wolf of Wall Street seems to be on the loose. Governments worldwide have pumped huge amounts of emergency funds into their economies to counter the devastation caused by the pandemic. There’s just one problem: Hardly any of the money made its way into the real economy. But when it does, the rate of inflation could indeed accelerate.

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Inflation is like cholesterol, it’s not all bad

A modest amount of inflation is healthy. It reflects a solid growth of the economy, corporate earnings, or employee wages. We need this kind of inflation just like we need high-density lipoprotein, the “good” cholesterol that cleanses our blood.

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High inflation or low inflation? How to integrate the markets' uncertainty into the structure of your portfolio

Low inflation, high inflation, no inflation at all?

Rather than speculating on the uncertain – why not integrate uncertainty into the structure of your portfolio? Discover our inflation-related strategies on derinet®.

Read more

 
 

  

Let our experts advise you without any obligation.

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