Several major central banks have adopted a more hawkish tone in recent months and appear eager to signal that global quantitative easing (QE) is slowly coming to an end.
This is not the first time we have seen a hawkish shift since the global financial crisis. Canada, Sweden and Australia all tightened policy earlier in the cycle, only to have to reverse course shortly...
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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Increased by ten percentage points