RC - 2022 - market story inflation - Paer wall - EN
Insights Paper 9.02.2022 Inflation is starting to burn - Strategies to protect portfolios from inflation risk

Understanding our key convictions and portfolio implications on inflation trends ahead

More 5 to 10 minutes
RC - 2022-01 - Invitation talks
Investment Talks 28.01.2022 25-26 January FOMC review : giving the all clear for March hike

Overall, the statement was largely consistent with investor and market expectations.

More 5 to 10 minutes
Investment Talks 20.12.2021 14-15 December FOMC review: pressing the gas on taper

Understanding the outcome of the December FOMC meeting and its market implications.

More 5 to 10 minutes
2021.11- Fed tapering begins: mission accomplished
Investment Talks 8.11.2021 Fed tapering begins: mission accomplished

The Fed preserved optionality to adjust the pace of purchases based on the economy and inflation outlook.

More < 5 minutes

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