What’s the expert view?

With inflation set to return, we provide insight into what is causing this and the potential impact it may have on markets and portfolios. Explore our experts’ opinions on the topic.

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Following a prolonged period of stagnation, the outlook for inflation is once again looking brighter.

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Understanding breakevens, both the inflation and the credit breakeven could be crucial to mitigating risk.

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The global economy is entering a fresh phase of growth but concerns continue to persist over the missing link that is inflation.

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In a bid to reduce drag on the global economy, the central bank doves and hawks are synchronising their exits from QE.

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Our Research & Investment Strategy team analyses the ECB's decision.

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As Europe’s economy shows signs of steady improvement, Laurent Clavel discusses the potential hurdles to inflation normalization.

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Markets are expecting the ECB to fall short of its inflation targets.

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Adaptive expectations explain lacklustre US wage growth and inflation.

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Buoyant domestic recovery should put an end to stubbornly low inflation.

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Inflation is a simple concept but there are three key details which warrant further scrutiny for investors looking to mitigate its erosive impacts today.

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As inflation makes a comeback, what role can short duration inflation-linked bonds play in portfolios?

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The August Inflation Report saw the Bank of England reduce its GDP forecasts for this year and next, as well as modify its inflation forecasts.

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The global consumer price index is expected to rise from its 2015 low of 2.8% to 3.5% in 2017 and then hover around this level for the next 5 years.

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The EMU headline inflation print for June held steady at +1.3% y-o-y. The most important news is the upside surprise in core inflation which rose +1.2% y-o-y.

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Despite early summer hawkishness, it seems central banks are not ready to declare the victory in the fight to restore inflation to target levels.

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Over the summer, soft headline inflation rates should keep central bankers quiet. Beyond the headlines though there are forces at work.

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US CPI inflation fell back further in June to record its softest pace since October at 1.6%.

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Many economists expect a gradual normalisation of inflation levels. Which asset classes could help investors prepare?

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Jonathan Baltora weighs in on how long term the current rise in inflation may be.

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Jonathan Baltora talks about how different asset classes behave in an inflationary environment.

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Can inflation remain as global as it is today as different countries pursue different monetary policies?

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Jonathan Baltora, Senior Portfolio Manager in AXA IM's inflation Linked Bonds Expertise, provides his view.

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Jonathan Baltora discusses the key drivers of inflation today.

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We take an in-depth look at the inflation-linked bond market, its history and the major issuers today.

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Jonathan Baltora discusses the various types of strategies investors can use to manage inflation.

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Chris Iggo discusses inflation, the US break even inflation premium and how this impacts his perspective.

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