Essays about: "Lars Hansson"

Found 1 essay containing the words Lars Hansson.

1. 1. The Impact of Inflation on Capital Rotation in Inflationary Inflection Points : An Investigation on How Inflation Affects Capital Rotation Between Major Market Sectors as Economies Shift from Disinflation to Reflation

   University essay from Jönköping University/IHH, Nationalekonomi; Jönköping University/IHH, Nationalekonomi, Finansiering och Statistik

   Author : Lars Lucas Philip Hansson; Lukas Berzups; [2021]
   Keywords : Inflation; Inflation Cycles; Reflation; Rising Inflation; Decreasing Inflation; Disinflation; Capital Rotation; Capital Cycles; Inflection points; Interest Rates;

   Abstract : There has been a multi-decade disinflationary period that, with the conjunction of recent pandemic-related events, led to extremes in various economic metrics: record lowest interest rates and inflation, increasingly loose monetary and fiscal policies leading to severe debt levels and money supply - all resulting in a multi-front pressure on inflation to start increasing, and after 30 years, for economic environments to reach an inflection point from disinflation to reflation. How would various market sectors perform if suddenly inflation starts to surge? Previous research of similar events, such as in the 1970s, as well as theory, points towards certain market sectors and asset classes, such as commodities, to outperform their peers. READ MORE