Head of investment strategy at AMP Capital Investors, Shane Oliver, says although managing inflation and interest rates is a challenge, they won’t have a great long-term impact ...
Robert Buckland, chief global equity strategist at Citi Investment Research, says inflation isn’t a serious threat and suggests taking advantage of investment themes related to ...
Adjusting inflation targets to allow for the current surge in food and oil prices would risk entrenching high inflation, says AMP Capital’s Shane Oliver.
Using inflation as an investment theme plays well on the growing fears of higher consumer prices in emerging markets.
Economic growth in countries with high energy intensity, such as Indonesia, Malaysia, Thailand and Taiwan, will be more affected, says Citi.
The firm’s new quantitative allocation model for Asia factors in variables such as currency, economic growth, and earnings forecasts.
A US recession may help China ease inflation, says Wang Qing, chief economist for greater China at Morgan Stanley.
Citi says the region is in a better position to withstand external shocks, but it isn’t decoupling from the US and the rest of the world.
The latest twist to the guaranteed mutual fund game.