The Bank of England will hold off on hiking rates for six months if it does not act by November, leaving a "clear run" for investors until the general election, Richard Buxton has predicted.
Two members of the Bank of England's Monetary Policy Committee voted for a 25bps rate hike this month, latest minutes show - the first call for hikes in over three years.
Wealth managers report their clients are clamouring to take on more risk in portfolios, even as markets retreat from record highs.
Investors are turning to US dollar-denominated assets in anticipation of further sterling weakness as the referendum on Scottish independence nears.
UK GDP growth in Q2 has been revised up marginally by the Office for National Statistics (ONS).
The threat of rising interest rates to investors' portfolios - in particular their fixed income positions - is becoming more apparent, but can more niche areas like senior secured loans protect them from losses?
Bank of England Governor Mark Carney has admitted the Mansion House speech he gave last month was deliberately designed to 'shake up the markets'.