As inflation continues to remain stubbornly hot, central banks are scrambling to cool it down

Going up? The value of ‘Value’ in a time of rising inflation expectations

Value equities tend to do well when prices rise. However, you don’t need to forecast inflation correctly for a well-constructed value allocation to be a useful addition to a portfolio.

All rise: Assessing inflation risk in a post-pandemic world

Inflation arises from complex interactions between multiple factors over long periods, making it difficult to predict. Ninety One’s Investment Institute explores inflation in theory and practice, and considers what history tells us about the inflationary outlook now.

Inflation: coming to an economy near you?

Could COVID-19 be the catalyst that finally lets the inflation genie out of the bottle? Now is a good time for investors to consider how it could impact them. Here, we explain why we think inflation risk has increased.

Will the pandemic spur deglobalisation?

In the second piece in our Great Shutdown series, Sahil Mahtani examines how the pandemic will impact global trade. A self-reinforcing deglobalisation that prompts an increased risk of higher inflation is possible, but more likely is an accelerated shift towards regionalisation – with profound implications for investors.

UK markets – what can history teach us?

Britain is facing an economic and socio-economic crisis brought about by global events, but also of its own making. Investment Strategist Russell Silberston expertly analyses the situation, leaning on his 40-year career to see what lessons we can take from the past. Interview recorded on 28th September 2022.

It’s all about inflation

Ninety One’s Investment Institute has flagged inflation as the single most important issue occupying the minds of strategists, currently.

Investing in an inflationary world

Inflation is higher than many investors have experienced in their lifetimes. Should they run for the hills or bunker down? Ninety One brought together its portfolio managers and other experts to discuss the options.

Has inflation peaked?

Inflation has soared to multi-decade highs in several key economies, ringing central bankers’ alarm bells and unsettling the global investment community. But has inflation peaked? And if so how will the custodians of the price of money respond?

10 minutes

Are we on the verge of an inflation regime change?

Inflation is higher than most of us can remember. But will it persist, or revert back to the lower levels we have become accustomed to for the past 40 years? Portfolio Managers Alex Holroyd-Jones and Jason Borbora-Sheen, explain why the answer entirely depends on the upcoming actions of central banks.

Navigating geopolitics and taming inflation: takeaways from the IMF-World Bank Spring Meetings

Our regional specialists highlight the most relevant takeaways for EM debt investors from this year’s IMF-World Bank Spring Meetings.

Inflation: Why the ‘hard asset’ mantra needs a rethink

Strategist Sahil Mahtani explains why the mantra of investing in so-called ‘hard assets’ during inflationary environments has a number of pitfalls, and why an active approach is more likely to benefit portfolios.

Capturing resilient income during turbulent times

Bond investors' worlds have been turned upside down as inflation goes from transitory to troublesome. Rising yields might be a reality for years, not months. More than ever, resilient income generation is at a premium, explains John Stopford, Head of Multi-Asset Income in conversation with Lindsay Williams.

10 minutes

The Chinese have pivoted and no one else has noticed

Portfolio Manager Iain Cunningham discusses how it is time to look through the negative Chinese growth surprises and take advantage of depressed valuations.

Unpicking the Fed’s latest move and the market implications

Tapering of the Fed’s bond purchase programme is expected to begin before the end of the year, and the likelihood of an interest rate hike in 2022 has increased. Russell Silberston, Investment Strategist, unpicks the Fed’s latest meeting and discusses the implications for financial markets.

10 minutes

Philip Saunders | The Chinese punchbowl & the last dance

Philip Saunders, Co-Head of Multi-Asset Growth talks about the Fed acting as a 'chaperon' and discusses its potential decision to remove emergency monetary accommodation whilst not considering raising interest rates and what this means for markets.

15 minutes

Adapting to inflation: a bottom-up view

Tackling inflation is the topic-du-jour for companies across the globe. For investors, building resilient portfolios that can thrive in this environment will be key to capturing sustainable returns.

Gold outlook & why the fall in price

George Cheveley discusses the state of the gold market, how the US Federal Reserve policy is affecting gold prices and the impact of inflation.

13 minutes

The Fed, interest rates & inflation

Philip Saunders, discusses the US Federal Reserve’s unchanging interest rates and what Jerome Powell’s comments on inflation means for markets and investors.

13 minutes

What does the rise in inflation mean for banks?

The recent jump in bond yields is reminiscent of the 1970s. Banks have outperformed, but what do we need to see a sustained reflation rotation in these stocks? Why is it important to stick to the fundamentals?

Inflation: a ‘perfect storm’

Head of Multi-Asset Income, John Stopford discusses global markets, central bank moves and his views on inflation as he looks towards a world after lockdown.

Going up? The value of ‘Value’ in a time of rising inflation expectations

Value equities tend to do well when prices rise. However, you don’t need to forecast inflation correctly for a well-constructed value allocation to be a useful addition to a portfolio.

All rise: Assessing inflation risk in a post-pandemic world

Inflation arises from complex interactions between multiple factors over long periods, making it difficult to predict. Ninety One’s Investment Institute explores inflation in theory and practice, and considers what history tells us about the inflationary outlook now.

Inflation: coming to an economy near you?

Could COVID-19 be the catalyst that finally lets the inflation genie out of the bottle? Now is a good time for investors to consider how it could impact them. Here, we explain why we think inflation risk has increased.

Will the pandemic spur deglobalisation?

In the second piece in our Great Shutdown series, Sahil Mahtani examines how the pandemic will impact global trade. A self-reinforcing deglobalisation that prompts an increased risk of higher inflation is possible, but more likely is an accelerated shift towards regionalisation – with profound implications for investors.

UK markets – what can history teach us?

Britain is facing an economic and socio-economic crisis brought about by global events, but also of its own making. Investment Strategist Russell Silberston expertly analyses the situation, leaning on his 40-year career to see what lessons we can take from the past. Interview recorded on 28th September 2022.

It’s all about inflation

Ninety One’s Investment Institute has flagged inflation as the single most important issue occupying the minds of strategists, currently.

Investing in an inflationary world

Inflation is higher than many investors have experienced in their lifetimes. Should they run for the hills or bunker down? Ninety One brought together its portfolio managers and other experts to discuss the options.

Has inflation peaked?

Inflation has soared to multi-decade highs in several key economies, ringing central bankers’ alarm bells and unsettling the global investment community. But has inflation peaked? And if so how will the custodians of the price of money respond?

10 minutes

Are we on the verge of an inflation regime change?

Inflation is higher than most of us can remember. But will it persist, or revert back to the lower levels we have become accustomed to for the past 40 years? Portfolio Managers Alex Holroyd-Jones and Jason Borbora-Sheen, explain why the answer entirely depends on the upcoming actions of central banks.

Navigating geopolitics and taming inflation: takeaways from the IMF-World Bank Spring Meetings

Our regional specialists highlight the most relevant takeaways for EM debt investors from this year’s IMF-World Bank Spring Meetings.

Inflation: Why the ‘hard asset’ mantra needs a rethink

Strategist Sahil Mahtani explains why the mantra of investing in so-called ‘hard assets’ during inflationary environments has a number of pitfalls, and why an active approach is more likely to benefit portfolios.

Capturing resilient income during turbulent times

Bond investors' worlds have been turned upside down as inflation goes from transitory to troublesome. Rising yields might be a reality for years, not months. More than ever, resilient income generation is at a premium, explains John Stopford, Head of Multi-Asset Income in conversation with Lindsay Williams.

10 minutes

The Chinese have pivoted and no one else has noticed

Portfolio Manager Iain Cunningham discusses how it is time to look through the negative Chinese growth surprises and take advantage of depressed valuations.

Unpicking the Fed’s latest move and the market implications

Tapering of the Fed’s bond purchase programme is expected to begin before the end of the year, and the likelihood of an interest rate hike in 2022 has increased. Russell Silberston, Investment Strategist, unpicks the Fed’s latest meeting and discusses the implications for financial markets.

10 minutes

Philip Saunders | The Chinese punchbowl & the last dance

Philip Saunders, Co-Head of Multi-Asset Growth talks about the Fed acting as a 'chaperon' and discusses its potential decision to remove emergency monetary accommodation whilst not considering raising interest rates and what this means for markets.

15 minutes

Adapting to inflation: a bottom-up view

Tackling inflation is the topic-du-jour for companies across the globe. For investors, building resilient portfolios that can thrive in this environment will be key to capturing sustainable returns.

Gold outlook & why the fall in price

George Cheveley discusses the state of the gold market, how the US Federal Reserve policy is affecting gold prices and the impact of inflation.

13 minutes

The Fed, interest rates & inflation

Philip Saunders, discusses the US Federal Reserve’s unchanging interest rates and what Jerome Powell’s comments on inflation means for markets and investors.

13 minutes

What does the rise in inflation mean for banks?

The recent jump in bond yields is reminiscent of the 1970s. Banks have outperformed, but what do we need to see a sustained reflation rotation in these stocks? Why is it important to stick to the fundamentals?

Inflation: a ‘perfect storm’

Head of Multi-Asset Income, John Stopford discusses global markets, central bank moves and his views on inflation as he looks towards a world after lockdown.

Going up? The value of ‘Value’ in a time of rising inflation expectations

Value equities tend to do well when prices rise. However, you don’t need to forecast inflation correctly for a well-constructed value allocation to be a useful addition to a portfolio.

All rise: Assessing inflation risk in a post-pandemic world

Inflation arises from complex interactions between multiple factors over long periods, making it difficult to predict. Ninety One’s Investment Institute explores inflation in theory and practice, and considers what history tells us about the inflationary outlook now.

Inflation: coming to an economy near you?

Could COVID-19 be the catalyst that finally lets the inflation genie out of the bottle? Now is a good time for investors to consider how it could impact them. Here, we explain why we think inflation risk has increased.

Will the pandemic spur deglobalisation?

In the second piece in our Great Shutdown series, Sahil Mahtani examines how the pandemic will impact global trade. A self-reinforcing deglobalisation that prompts an increased risk of higher inflation is possible, but more likely is an accelerated shift towards regionalisation – with profound implications for investors.

As inflation continues to remain stubbornly hot, central banks are scrambling to cool it down

Russell Silberston

Russell Silberston

Investment Strategist – Macro-economic and policy research​

Related insights

UK markets – what can history teach us?

It’s all about inflation

Investing in an inflationary world

Has inflation peaked?

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Investment Strategist – Macro-economic and policy research