Sharing insights

Inflation cheat sheet: Key facts, figures and definitions

How private markets can help navigate rising inflation expectations

Many commentators expect the recent rise in inflation to be transitory, but a longer-term reflationary trend – or an increase in inflation expectations – cannot be ruled out. Against this backdrop, private-markets assets have a range of characteristics that could help investors hedge against – and even benefit from – any sustained return to inflation.

Managing portfolio volatility

This study revisits asset allocation strategies that aim at actively managing the volatility of multi-asset-class portfolios in response to time-varying volatility forecasts.

Why it pays to stay agile in an age of low interest rates

With low rates to the left of them, inflation concerns to the right, investors may feel stuck in the middle as they seek to protect and enhance their savings. How should they rethink portfolios to keep pace?

Preparing for the reference rate change

After the Financial Crisis, InterBank Offered Rates (IBORs) have been declared unreliable by Regulators and new Alternative Reference Rates transactions-based have been developed to substitute these indices. Consequently, most of the IBORs will cease to be published from December 2021. As IBORs are used in a broad range of financial products and contracts, market participants need to be prepared and work on a plan to move away from them.

With equities looking expensive, where should investors turn?

US stocks are highly valued, and our 10-step checklist suggests they’re close to bubble territory. Non-US equities offer better value, but we still don’t think investors should drastically pare back their US holdings at this time.