Bank of england
22 October 2014
Valuations in UK small caps have fallen back after a strong run. But could they bounce back in line with the strengthening UK economy? Giles Hargreave, co-manager of the Marlborough UK Micro-Cap Growth fund and co-manager of the Marlborough Special Situations fund, argues the case.
22 October 2014
Nicolas Trindade, manager of the AXA Sterling Credit Short Duration Bond fund, explains why credit spreads in the fixed income sector could tighten further, as valuations continue to rise.
21 October 2014
The Bank of England's Sir Jon Cunliffe has warned bankers they are paid too much and should expect a pay cut following a sharp drop in banks' profits.
17 October 2014
The Bank of England's chief economist has suggested interest rates could remain low for a protracted period without causing inflation to spike.
07 October 2014
The UK’s borrowing has risen again but, far from being just another statistic, Neil Williams, Hermes’ chief economist, tells Annabelle Williams why debt levels represent a real threat to economic stability
26 September 2014
Policymakers have unleashed an arsenal of weapons to fight the threat of deflation – cutting interest rates to zero, buying government and private bonds, making cheap loans to banks and engaging in forward guidance.
17 September 2014
Two members of the Bank of England's Monetary Policy Committee again voted to raise rates this month, minutes from the latest meeting show.
10 September 2014
Kames Capital’s David Roberts has warned delaying an interest rate hike any longer could cause the kind of inflationary shock last seen in the UK more than thirty years ago.
09 September 2014
Bank of England governor Mark Carney has hinted interest rates could rise in the spring of next year as the UK economy continues to recover from one of the worst downturns it has ever faced.
02 September 2014
There has been forward guidance, backtracking, and a lot of false starts, but as the world's largest economies continue to recover, the question over which developed region will raise rates first looms large.
27 August 2014
Even by the standards of its 2014 communications, the past month has been something of a muddle for ‘unreliable boyfriend’ Mark Carney and the rest of the Monetary Policy Committee.
26 August 2014
The Bank of England will hold off on hiking rates for six months if it does not act by November, leaving a “clear run” for investors until the general election, Richard Buxton has predicted.
20 August 2014
Two members of the Bank of England's Monetary Policy Committee voted for a 25bps rate hike this month, latest minutes show - the first call for hikes in over three years.
18 August 2014
This year has proven to be problematic for the UK Smaller Companies sector as investors have rotated out of small caps into larger and mega-cap alternatives. This has happened for a number of reasons, including some profit-taking following significant increases in the value of stocks in the mid- and small-cap areas.
18 August 2014
David Scammell, senior bond fund manager, UK fixed income, at Santander Asset Management, says the Bank of England's 'rocky road' to rate rises is not off to a good start
The next financial crisis will be sparked by the rise of giant daily dealing bond funds and ETFs, GLG’s top performing fixed income manager Jon Mawby has warned.
Matt Kamm, managing director of Artisan Partners, explains why, following their upswing, biotech stocks are still early in a pharmaceutical renaissance which should capture investor attention.
With monetary policy weakening the yen and a consumption tax rise at home, Japan's multinationals are the key to solving the country's problems - and the best bet for investors, says Neptune's Chris Taylor.
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