Markets

The stock market is not irrational, it is mimetic.

As we enter the second half of the year it is important to take stock of upcoming themes that may impact portfolios.

Dividends play important role

Bank rate to remain 0.1%

Company lifecycles

End of December deadline

Still second-highest monthly borrowing on record

After a strong six months for flows into IA universe funds, UK asset management sales heads talks to Mike Sheen about where they are seeing demand

Borrowing your way out recession