'Fed U-turn will propel inflation'
The Fed’s announcement last Thursday that it will now target an ‘average’ inflation rate of 2% is a huge game changer for investors and asset allocators, says Philippe Gijsels, head strategist at BNP Paribas Fortis.
Will inflation ever rise again?
As a result of the Covid-19 crisis, inflation expectations have fallen even more. From already very low levels. When, if ever, will inflation ever rise again?
Peter De Coensel, CIO Fixed Income at Degroof Petercam Asset Management (DPAM) and fund manager Sam Vereecke tried to answer this question, which has been haunting investors for the past 40 years, in a webinar.