latamen
US Inflation: the underlying reasons, the Fed’s reaction and the market impact

US Inflation: the underlying reasons, the Fed’s reaction and the market impact

14-01-2022 | Webinar
US inflation has hit new records, leading investors to question whether rate rises can keep it in check, or whether the Fed is behind the curve again. Yet US stock markets are also reaching record levels, shrugging off not only inflation fears, but new Covid waves as well. So, what are the underlying reasons, and the likely stock market impact of higher prices?
  • Erika van der Merwe
    Erika
    van der Merwe
    Investment writer
In our latest webinar, Mike Mullaney, Director of Global Markets Research at Boston Partners, provided a snap update on the issue. He explained that energy and autos are mostly to blame for the highest CPI print since 1982, but that these impacts have been less transitory than expected. He said stocks can usually handle inflation unless it exceeds certain levels. And he outlined the sectors that historically benefit from higher inflation, such as Banks, Energy, Materials and Industrials.

The 15-minute session covered:

  • How some price rises are flexible and transitory, but others are sticky
  • The outlook for rates following the Fed’s recent ‘about turn’ on inflation
  • Positioning in this market environment, what’s changed and what hasn’t

In this 15-minute webinar, you will become fully informed on the outlook for US inflation and its impact on markets. Listen to it.

Subjects related to this article are:
Logo

Important information

The Robeco Capital Growth Funds have not been registered under the United States Investment Company Act of 1940, as amended, nor or the United States Securities Act of 1933, as amended. None of the shares may be offered or sold, directly or indirectly in the United States or to any U.S. Person (within the meaning of Regulation S promulgated under the Securities Act of 1933, as amended (the “Securities Act”)). Furthermore, Robeco Institutional Asset Management B.V. (Robeco) does not provide investment advisory services, or hold itself out as providing investment advisory services, in the United States or to any U.S. Person (within the meaning of Regulation S promulgated under the Securities Act).

This website is intended for use only by non-U.S. Persons outside of the United States (within the meaning of Regulation S promulgated under the Securities Act who are professional investors, or professional fiduciaries representing such non-U.S. Person investors. By clicking “I Agree” on our website disclaimer and accessing the information on this website, including any subdomain thereof, you are certifying and agreeing to the following: (i) you have read, understood and agree to this disclaimer, (ii) you have informed yourself of any applicable legal restrictions and represent that by accessing the information contained on this website, you are not in violation of, and will not be causing Robeco or any of its affiliated entities or issuers to violate, any applicable laws and, as a result, you are legally authorized to access such information on behalf of yourself and any underlying investment advisory client, (iii) you understand and acknowledge that certain information presented herein relates to securities that have not been registered under the Securities Act, and may be offered or sold only outside the United States and only to, or for the account or benefit of, non-U.S. Persons (within the meaning of Regulation S under the Securities Act), (iv) you are, or are a discretionary investment adviser representing, a non-U.S. Person (within the meaning of Regulation S under the Securities Act) located outside of the United States and (v) you are, or are a discretionary investment adviser representing, a professional non-retail investor. Access to this website has been limited so that it shall not constitute directed selling efforts (as defined in Regulation S under the Securities Act) in the United States and so that it shall not be deemed to constitute Robeco holding itself out generally to the public in the U.S. as an investment adviser. Nothing contained herein constitutes an offer to sell securities or solicitation of an offer to purchase any securities in any jurisdiction. We reserve the right to deny access to any visitor, including, but not limited to, those visitors with IP addresses residing in the United States.

This website has been carefully prepared by Robeco. The information contained in this publication is based upon sources of information believed to be reliable. Robeco is not answerable for the accuracy or completeness of the facts, opinions, expectations and results referred to therein. Whilst every care has been taken in the preparation of this website, we do not accept any responsibility for damage of any kind resulting from incorrect or incomplete information. This website is subject to change without notice. The value of the investments may fluctuate. Past performance is no guarantee of future results. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. For investment professional use only. Not for use by the general public.

I Disagree