Navigating Inflation: Does Your Concern Match Your Hedge?
The opportunity cost for inflation protection is high—is it worth the cost?
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Go To Client AccessThe opportunity cost for inflation protection is high—is it worth the cost?
Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.
We continue to believe that inflation will prove to be a cyclical phenomenon, not a structural risk.
The opportunity cost for inflation protection is high—is it worth the cost?
Highlights from the week of February 19 – February 25, 2021.
Highlights from the week of February 12 – February 18, 2021.
Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.
Highlights from the week of January 29 – February 4, 2021
We continue to believe that inflation will prove to be a cyclical phenomenon, not a structural risk.
Highlights from the week of January 22 – January 28, 2021
Headlines suggest a significant disconnect between “Main Street” and “Wall Street”—a closer look at personal income and leading economic indicators reveals a different story.
A detailed analysis of the senior loan asset class and outlook for 2021.
With two COVID-19 vaccines approved in the U.S. and more fiscal stimulus about to be deployed, there is a clear bridge (vaccine) to post-COVID normalcy and abutments (stimulus) that should keep the recovery on course.