economy

FIS Chicago 2022

Fed has inflation and recession risk under control

Raghuram G. Rajan, Professor of Finance at the University of Chicago and former Governor of the Reserve Bank of India, argues that Federal Reserve policy suggests inflation will start to come down. He reflects on the toxic risk of high levels of leverage combining with asset declines.

Sarah RundellJune 6, 2022

Opinion

Searching high and low for inflation

There’s a debate raging about whether modern economies have banished high inflation to the history books. The short answer, Mercer argues, is it’s complicated. So, investors better have a plan.

Ian MurrayApril 13, 2018

Uncategorised posts

Frozen by the entanglement of risk

Equity prices in continental Europe and emerging markets, including China, are below fair value, and present an opportunity for investors, but the ‘entanglement of risk’ in current markets is making Brian Singer, partner and head of dynamical allocation strategies team, William Blair cautious. William Blair typically targets around 10 per cent volatility in its portfolios, […]

Amanda WhiteSeptember 4, 2015