Research and Insights

Inflation

Fixed Income

What to do with inflation linked bonds when inflation rolls over
  • by Jonathan Baltora
  • 06 February 2023 (5 min read)
Fixed Income

A nice surprise for US inflation
  • by Jonathan Baltora
  • 14 November 2022 (5 min read)
Fixed Income

Inflation Outlook - October 2022
  • by Jonathan Baltora
  • 27 October 2022 (5 min read)
Fixed Income

What the latest US inflation number suggests
  • by Jonathan Baltora
  • 14 October 2022 (3 min read)
Macroeconomic Research

The economic impact of a Russian gas cut-off
  • by AXA Investment Managers
  • 30 September 2022 (5 min read)
Multi Asset

Towards a new paradigm: Adapting to volatile markets
  • by Mathieu L'Hoir
  • 27 September 2022 (5 min read)
Fixed Income

How different inflation paths may impact inflation strategies
  • by Jonathan Baltora
  • 05 September 2022 (5 min read)
Macroeconomic Research

Emerging markets inflation: Characteristics, causes and effects
  • by Irina Topa-Serry , Luis Lopez-Vivas
  • 28 July 2022 (7 min read)
Fixed Income

Reaching the peak: How investors can navigate the path ahead for inflation
  • by Jonathan Baltora
  • 18 July 2022 (7 min read)
Fixed Income

Why duration is important
  • by Ana Otalvaro
  • 13 July 2022 (3 min read)