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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Macquarie - Inflation to remain a structural challenge around the world

Despite occasional fears of a sudden onset of inflation — such as the recent market volatility that some thought may be related to building inflation pressures — generally, inflation has remained low, part of the challenge in the low yield environment. Synchronized global growth may support inflation cyclically, but issues such as the continuing disconnect between ultralow unemployment and only modest inflation and wage growth continues to puzzle investors. In the sections that follow, we use visuals to help explain our views on macro inflation, the headwinds to significantly higher interest rates, a look to Japan for points of comparison to the United States, and the current backdrop globally — and how modest inflation coupled with high levels of indebtedness remain structural challenges in the years to come.

Company: Macquarie
Date added: 03-09-2018
Sector: Interest Rates

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New Capital - The Fed’s balance sheet: answers to seven questions

In this edition of Infocus, Stefan Gerlach answers seven frequently asked questions about the US Federal Reserve’s huge balance sheet and ways it may be reduced.

Company: New Capital
Date added: 25-05-2017
Sector: Interest Rates

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Invesco - How to generate income in a low interest rate environment?

Since mid-2013, global market volatility has become more pronounced and frequent, while interest rates have remained low. Given the increasing level of market volatility, it is appropriate to ask “how can you generate income and manage the risk in a low interest rate environment”?

Company: Invesco
Date added: 21-03-2017
Sector: Interest Rates

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UBS Asset Management - Limbo Lower

The combination of an ageing demographic, unconventional monetary policy, and increased financial market regulation post the global financial crisis has left real interest rates globally in a structurally lower regime. Like a limbo stick that has shifted down, lower real rates implies the capital markets line across all asset classes has shifted down leaving expected returns structurally lower.

Company: UBS
Date added: 01-07-2016
Sector: Interest Rates

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UBS Asset Management - Lower for longer - The impact of sluggish inflation on expected returns

As market volatility, liquidity issues and low yields challenge investment returns, investors also need to consider whether and how inflation will affect their portfolios. In this paper, we review the underlying factors that have suppressed inflation in the recent past, look at the latest macroeconomic data for pointers to the likely trajectory of inflation in the near future, and suggest some effective tactical solutions for investors.

Company: UBS
Date added: 02-04-2016
Sector: Interest Rates

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