Persistent inflation above the 2% target continues to complicate the investment landscape, prompting a strategic reassessment among institutional and retail investors.
As price pressures remain entrenched, market participants are increasingly focused on asset classes that offer protection against purchasing power erosion, moving beyond traditional fixed-income reliance.
SEB economist Amanda Sundström has warned that businesses and investors must prepare for a potential resurgence in inflationary pressures.
SEB economist Amanda Sundström has warned that businesses and investors must prepare for a potential resurgence in inflationary pressures.
Her assessment highlights a growing consensus that the disinflationary trend may be stalling, requiring a more defensive posture in portfolio construction.
This view is gaining traction as central banks navigate the delicate balance between supporting growth and anchoring price expectations.
In response to these macroeconomic headwinds, some asset managers are tilting portfolios toward export-oriented companies.