Big Question: How are you positioned as we head into a global inflationary environment (part III)?

clock • 23 min read

In the third part of a special Big Question, fund managers reveal their outlooks for global inflation and how this is impacting their portfolios.

Kommer van Trigt, portfolio manager of Robeco Global Total Return Bond fund and head of the Robeco global fixed income macro team Caution on high yield Current inflationary pressures are mainly the result of rising oil prices. But we do acknowledge that economic growth has improved and deflationary pressures have abated. Central banks are all moving in the same direction: towards a gradual normalisation of their stimulus policies. Markets currently underestimate the pace at which this will happen. Global government bond levels are a risk to portfolios - so why hold them? The M...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Global

Investment Week launches Geographical Equities Conference 2024

Investment Week launches Geographical Equities Conference 2024

Allianz Global Investors, Downing, EdenTree and Royal London Asset Management among speakers

Investment Week
clock 15 January 2024 • 2 min read
Moody's downgrades China sovereign credit outlook to negative

Moody's downgrades China sovereign credit outlook to negative

Retains A1 rating

Elliot Gulliver-Needham
clock 05 December 2023 • 2 min read
ECB warns high rates are pushing economy towards fragility

ECB warns high rates are pushing economy towards fragility

‘Early signs of stress’ in banks

Elliot Gulliver-Needham
clock 22 November 2023 • 2 min read
Trustpilot