Investment Perspectives

Each quarter we explore a topic that we believe is relevant for our clients in understanding the current investment environment and the markets.

Investment Perspectives- Inflation

From Argentina to India to China, consumer price indices (CPI) outside the US are rising rapidly. Other parts of the developed world, including the US, still report nearly flat consumer prices. Low interest rates globally and mixed growth prospects make inflation a particularly important variable for different asset classes and specific companies.

Archived Investment Perspectives