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Inflation Picture Comes into Focus
May
23
2024

Inflation Picture Comes into Focus

Bonds   |   Central Banks   |   Emerging Markets   |   Macro Trends   |   Outlook
Head of Global Macro Strategy Paul Mielczarski and SVP – Investment Specialist Katie Klingensmith take a look at the inflation picture and policy outlook.
All Authors
All Authors
Michael Arno
Reina Berlien
Andrew Bogle
Alberto Boquin
Regina Borromeo
J. Patrick Bradley
Sean Brooks
Tracy Chen
James Clarke
Darren Clipston
My Duong
Michael Fleisher
Brian Giuliano
Ivy Gluck
Amer Hasan
Blake Haxton
Gerhardt (Gary) Herbert
Dylan Herrmann
David Hoffman
Celia Hoopes
Patrick Kaser
Katie Klingensmith
Brian Kloss
Renato Latini
Richard Lawrence
Carol Lye
Gregory Manley
John McClain
Jack McIntyre
Paul Mielczarski
Kevin O’Neil
Jack Parker
Dorothee Rainis
Sorin Roibu
Anujeet Sareen
Francis Scotland
Siena Sheldon
Stephen Smith
Min Tian
William Vaughan
Chen Zhao
Bill Zox
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All Categories
Bonds
Central Banks
Chart of the Moment
Credit Markets
Currencies
ESG
Emerging Markets
Equities
Geopolitics
Macro Outlook
Macro Trends
Outlook
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Year-End Outlook:
A Tipping Point

The investment outlook comes down to only a few remaining crucial variables to return to something more normal. Our experts share their views on how these key factors may impact asset markets in 2024.

 Macroeconomic Outlook
A Tipping Point
Francis A. Scotland

 Developed Markets Fixed Income Outlook
The Year of the Coupon+
Jack P. McIntyre, CFA

 Global Currencies Outlook
Policy and Growth Differences Drive Currency Performance
Anujeet Sareen, CFA

 Emerging Markets Outlook
Opportunities in Local Markets with High Nominal and Real Yields
Michael Arno, CFA

 Investment Grade Credit Outlook
Constructive Entry Point for Total Return
Brian L. Kloss, JD, CPA

 High Yield Credit Outlook
Favorable Dynamics Persist
Bill Zox, CFA | John McClain, CFA

 Structured Credit Outlook
A Tale of Three Sectors
Tracy Chen, CFA, CAIA

 Global Equities Outlook
Different Rate Cycles Create Opportunities
James J. Clarke | Sorin Roibu, CFA

 U.S. Equities Outlook
Market Weakness and Patience Point to Opportunities
Patrick S. Kaser, CFA