Fed up with inflation

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Stefan Löwenthal

  • Chief Investment Officer — Global Multi Asset Team
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Jürgen Wurzer

  • Deputy Head of Portfolio Management, Senior Investment Manager — Global Multi Asset Team
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Igor Kovacic

  • Senior Investment Manager — Global Multi Asset Team
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In this outlook, “Fed up with inflation,” the Macquarie Multi-Asset Team looks at more flexible inflation and employment targets from the Federal Reserve, examines fiscal spending levels, and explores whether the paradigm shift in monetary and fiscal policy as a result of the pandemic could have profound implications for all asset classes.

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IMPORTANT RISK CONSIDERATIONS

The views expressed represent the investment team’s assessment of the market environment as of October 2020, and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice. Views are subject to change without notice.

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