Deflation
21 November 2011
Despite a small drop in inflation last week, the rate is still way ahead of target at 5%. So why are industry experts warning about a deflationary environment? Maria Merricks and Joanna Faith report.
27 January 2011
The coalition government’s emergency budget and harsh spending cuts risk driving the UK economy back into recession, warns veteran hedge fund manager George Soros.
29 October 2010
We ask industry figures....which asset classes offer most value in periods of deflation
16 September 2010
Bill Gross’ Pimco, the world's largest bond manager, has made a $8.1bn bet the US will not suffer a decade of deflation similar to Japan in the 1990s.
13 September 2010
Sarasin is considering launching a concentrated version of its flagship £294m EquiSar Global Thematic fund, run by CIO Guy Monson and Harry Talbot Rice.
23 August 2010
Baillie Gifford’s Gerald Smith has sold his stake in the group’s Pacific fund, preferring to invest directly in China.
10 August 2010
The Federal Reserve plans to reinvest principal payments on its mortgage holdings into long-dated treasuries in an effort to revive the stuttering US economic recovery.
10 August 2010
Pimco, the world’s biggest bond fund manager, has warned the US faces a prolonged period of stagnant growth and a real risk of outright deflation, similar to what Japan experienced in 1990s.
30 July 2010
Schroders’ Nick Gartside has switched from inflation-linked to nominal US treasuries in his £316.7m Strategic Bond fund as the market continues to be “fixated on deflation”.
24 March 2010
The Swiss franc rose to a record high against the euro yesterday despite the Swiss National Bank’s efforts to avoid excessive gains for the currency.
19 March 2010
Schroders manager Nathan Gibbs is bullish on Japan, believing many of its ‘problems’ have been misconstrued by the investment industry
01 February 2010
What does the marked in rise in inflation to 2.9% mean for exposure to fixed interest funds.
08 December 2009
Japan’s newly elected Democratic Party has agreed a ¥7.2trn (£48bn) stimulus package to prevent the country’s economy sliding back into recession.
30 November 2009
With the end of the recession in sight, investors in the US need to be wary of the example of Japan’s markets in the 1990s and beware of broad-based economic deflation
16 November 2009
Opinions are divided over whether inflation or deflation poses the biggest threat to the industry
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