23 September 2013
M&G's Bond Vigilantes team has warned of potential inflation surprises on the horizon amid easy monetary policy from central banks. Here, portfolio manager Ben Lord outlines inflation expectations from consumers in the UK, Europe and Asia for both the short and long term.
17 September 2013
UK CPI inflation fell from 2.8% to 2.7% in August, in line with economists’ expectations, as falling transport costs pushed the headline figure down.
16 September 2013
Official consumer prices index (CPI) inflation is expected to dip this week when official figures are released.
10 September 2013
The total deficit of private sector UK defined benefit (DB) schemes increased by £100bn last month as rising inflation expectations pushed up liabilities, figures show.
13 August 2013
The UK's headline inflation rate fell back to 2.8% in July, matching analysts' expectations, the latest data has revealed.
05 August 2013
Ian Gunner, portfolio manager of the Altana Hard Currency fund at Altana Wealth, says so far the threat of inflation has been muted but this could soon change.
16 July 2013
UK CPI inflation rose from 2.7% to 2.9% in June, with the largest upward contributions coming from petrol, clothing and footwear.
25 June 2013
A dramatic shift in the outlook for interest rates has been seen with money market indicators now pricing in a base rate rise in the UK to 0.75% in two years' time rather than three.
18 June 2013
UK CPI inflation rose from 2.4% to 2.7% in May, according to the Office for National Statistics, a larger than expected rise driven by transport and clothing costs.
24 May 2013
Though a significant risk, inflation only receives sporadic attention from investors, writes James Klempster, portfolio manager at Momentum Global Investment Management.
21 May 2013
UK CPI inflation has fallen to 2.4% in April, a larger-than-expected drop from the 2.8% figure recorded in March.
20 May 2013
Outgoing Bank of England Governor Sir Mervyn King has urged successor Mark Carney not to spell out how long interest rates will remain low when he takes charge.
15 May 2013
The final Inflation Report of governor Mervyn King’s term has seen the Bank of England revise up growth forecasts but caution inflation will still likely peak above 3% this year.
08 May 2013
Investors are struggling to find ways to beat inflation in the UK, with savings accounts paying virtually nothing and bond yields squeezed by demand, but there are a number of funds out there which can deliver for investors.
16 April 2013
UK consumer prices index (CPI) inflation remained unchanged at 2.8% in the year to March, after a slight rise during February.
Why are there often such differences in the performance of investment trusts and open-ended counterparts run by the same managers, asks James Burns, head of the multi-manager team at Smith & Williamson.
With UK markets having underperformed many European indices in recent months, and the prospect of interest rates rising very soon, Raj Tanna, portfolio manager at J.P. Morgan Private Bank, analyses the future for UK equities.
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