united kingdomen
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

Disclaimer

Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.

The information contained in the Website is NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. 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.

In the UK, Robeco Institutional Asset Management B.V. (“ROBECO”) only markets its funds to institutional clients and professional investors. Private investors seeking information about ROBECO should visit our corporate website www.robeco.com or contact their financial adviser. ROBECO will not be liable for any damages or losses suffered by private investors accessing these areas.

In the UK, ROBECO Funds has marketing approval for the funds listed on this website, all of which are UCITS funds. ROBECO is authorized by the AFM and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.

Many of the protections provided by the United Kingdom regulatory framework may not apply to investments in ROBECO Funds, including access to the Financial Services Compensation Scheme and the Financial Ombudsman Service. No representation, warranty or undertaking is given as to the accuracy or completeness of the information on this website.

If you are not an institutional client or professional investor you should therefore not proceed. By proceeding please note that we will be treating you as a professional client for regulatory purposes and you agree to be bound by our terms and conditions.

If you do not accept these terms and conditions, as well as the terms of use of the website, please do not continue to use or access any pages on this website.

I Disagree