Economics Archives - Investment Innovation Institute

Insights: Economics

Inflation Will Not Fall Rapidly

Growth or Inflation? That’s The Question

As central banks continue to raise rates, fixed income investors need to make a decision: do they prepare their portfolios for further growth or higher inflation? We speak with Allspring’s Henrietta Pacquement and Thomas Lyons about fixed income in the current environment, the energy transition and the geopolitical turmoil.

Harsh Parikh, Head of the IAS Real Assets Research Program at PGIM

Tackling Inflation Through Real Assets

Economics, Private & Alternative Markets, Real Estate

Real assets have long been known to form a hedge against inflation and growth shocks. But not all real assets protect to the same degree, and investors now have climate change to worry about, PGIM’s Harsh Parikh says.

Jeremy Lawson, Chief Economist and Head of the abrdn Research Institute, abrdn

The Rocky Road to Net Zero

Economics, ESG

Carbon neutrality has become a central theme in the investment industry, but the concept is quite a fragile one, abrdn says

Transitory Does Not Mean Short-Lived

Economics

The Federal Reserve might have retired the word ‘transitory’, but MMT’s Professor Bill Mitchell doesn’t see the propagating mechanisms for inflation to stay structurally high.

The End of Growth

Economics, Editorial

Former banker and author Satyajit Das speaks about the new edition of his book ‘A Banquet of Consequences’ and warns for the current levels of overconsumption and financial mismanagement. The coronavirus pandemic has only helped to lay bare the weaknesses in today’s economic structures, he says.

Jonathan Armitage, Chief Investment Officer, MLC

Beware of Inflation Risk: Armitage

Asset Owners, Chief Investment Officers, Economics, Fixed Income & Credit

A rise in inflation might be around the corner and institutional investors would do well to prepare for this risk, MLC’s Jonathan Armitage says.

Mark Rider, Chief Investment Officer, Christian Super

Monetary Policy Through the Ages

Asset Owners, Chief Investment Officers, Economics

Christian Super CIO Mark Rider, who spent a previous life at the RBA, says we are entering a period not unlike the first few decades after the World War II.

Funds Keep Head Cool as Pandemic Worsens

Asset Allocation & Strategy, Economics, Financial Crisis

Pension funds are faced with steep drops in equity prices and high levels of members switching to cash options, effectively redeeming their money, as the coronavirus pandemic worsens. But rather than panicking, most Australian pension funds seem well-placed to deal with the current turmoil.

Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]

Assessing the Coronavirus Impact

Economics, Editorial, Financial Crisis

The world is facing a potential global pandemic as the coronavirus continues to spread rapidly outside of China. Markets have reacted violently to the news that community transmissions are taking place across Europe and the Middle East. But does history tell us anything about the impact of pandemics on markets? In this editorial, Wouter Klijn, Director of Content at [i3], explores the potential economic impact.