UK inflation rises 0.1% in July to beat forecasts
Managers of the Ruffer Investment Company have raised exposure to sterling on the portfolio to its highest position ‘for many years'.
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'.
Thomas Miller Investment has launched two new bond funds, as it continues to expand its onshore range.
Sterling has hit a fresh seven and a half year high against the euro after Bank of England governor Mark Carney suggested the UK base rate could rise at the turn of the year.
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".
Beware Greek schadenfreude
Peter Elston, chief investment officer at Seneca Investment Managers, investigates the pros and cons of forex hedging.
Exchange-traded product provider WisdomTree has launched the sterling hedged WisdomTree Germany Equity UCITS ETF on the London Stock Exchange.
Markets have responded positively to news of a Conservative election win, but uncertainty over Britain's membership of the EU and Scotland's future are storm clouds on the horizon, according to economists and fund managers.
Three reasons to 'put capital preservation above greed'
International investors have begun selling out of UK gilt holdings on uncertainty over how Britain will manage its debt pile in the next parliament.
With less than four weeks to go until the general election, wealth managers and strategists give their view on how investors should be positioned.
Foreigner investors have been selling UK gilts at a faster rate than at the peak of the financial crisis in 2009, ahead of an unpredictable general election.
The Bank of England's Monetary Policy Committee has warned ongoing sterling strength could prompt a prolonged period of lower inflation expectations.
Key drivers for 2015
Another bruising year for investors?
The UK's current account deficit widened faster than expected in the third quarter to reach a record high of £27bn.
Managers have been grappling with the strong pound this year, as UK companies with overseas earnings have been hindered by currency strength. But that headwind will turn in to a tailwind in 2015, OMGI's Stephen Message predicts.
With currency moves increasingly dominating financial headlines, Tilney Bestinvest's CIO has predicted hedging, not asset allocation, will be the key differentiator for investor returns next year.
Barings multi-asset manager Christopher Mahon has warned the chances of a fresh Black Monday-style crash are rising, as policy decisions increasingly drive markets.
Jupiter UK equity manager Steve Davies believes investors will need to be "tactically nimble" to handle the fallout from next year's UK election.
Sterling could fall much further against the US dollar if the UK's current account deficit is not addressed, bond managers have said.
PFS TwentyFour Dynamic Bond fund