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(1) US TIPS vs Gold, Part 3: From Inflation To Real Rates (8 min read) George Goncalves and John Butler return with a third instalment of their highly popular TIPS vs Gold series. US real rates could move lower, and with it gold higher and the dollar lower.
(George Goncalves, John Butler │ 22nd October, 2020)
(2) The Fiscal Response To COVID: A Global Ranking (2 min read) Caroline Grady digs through the IMF’s latest Fiscal Monitor to compare the overall fiscal response in DM (large) and EM (relatively small and concentrated in a handful countries).
(Caroline Grady │ 22nd October, 2020)
Investors Need to Become More Comfortable With Volatility in Their Portfolios (A Wealth of Common Sense, 3 min read)
China: seven things investors should know (LGIM Blog, 3 min read)
How will the U.S. election impact international markets? (JP Morgan Asset Management, 2 min read)
Restructuring opportunities (BlackRock, 5 page read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)