Pimco’s real-return manager, Bransby Whitton, takes a closer look at the advantages of holding commodities in portfolios despite the asset class’s recent slump.
Dampens case for UK rate rise
Dirk Philippa, portfolio manager of the Fidelity Global Property fund, argues higher interest rates should not always be seen as a negative for real estate investors.
ECB cuts growth forecasts
UK inflation rises 0.1% in July to beat forecasts
Core inflation rises to highest level in five months
How manageable are economic threats?
Fund managers and economists have reacted to the surprise news that only one MPC member voted for a rate rise this month, saying the UK economy is 'not out of the woods yet'.
In its latest quarterly Inflation Report, the Bank of England has forecast inflation will remain low for longer than previously expected, as a result of weak energy prices and continuing currency strength.
Inflation falling back to zero should lead to a further boost in consumer spending throughout the rest of the year, according to industry commentators.
Housebuilders' shares have taken a dive in early afternoon trading after Bank of England governor Mark Carney said a hike in interest rates is "moving closer".
UK CPI inflation fell back to zero last month, down from 0.1% in May, as the prices of clothing, fuel and food all fell.
The managers of the Ruffer investment company have warned that markets and banks are unprepared for a future crisis, while investors are facing higher risks than ever before as liquidity dries up.
Sterling jumped 0.6% against the US dollar this morning, on the news wages in the UK grew at their fastest rate since 2001 in the three months to the end of April.
The month of May marked the end of the UK's brief spell of negative inflation, as rising fuel costs have pushed the CPI figure above the zero mark once again.
Cazenove Capital CIO Richard Jeffrey examines the scenarios with the greatest 'potential to sting' fixed income investors.
A rise in inflation expectations is prompting more fund managers to seek ways to protect their portfolios, despite headline price indices sitting at ultra-low levels.
The International Monetary Fund has urged policymakers in the US to delay hiking interest rates or face a further bout of "financial instability".
The sell-off in European government bonds has spilled over into equities once again on Thursday, with UK stocks unable to escape the pain.
Renewed yen weakness could bring about a fresh global currency war resulting in a 'tidal wave of deflation' in China and the West, Société Générale's Albert Edwards has warned.
The Office for National Statistics this morning revealed UK CPI inflation turned negative for the first time on record, but key industry figures suggest this deflationary spell will be temporary.
UK CPI inflation has turned negative for the first time on record, as the recent slump in the oil price continues to put deflationary pressures on the UK economy.
PIMCO’s CIO Mihir Worah has labelled shorting UK RPI 'the carry trade of the decade', as he sees inflation in the UK remaining below current expectations.
Inflation: The elephant in the room