central banks

US

Does the Fed need to become more dovish?

Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.

clock 08 May 2019 • 2 min read

Markets

Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view

Redressing balance amid slowing growth and fragile economy

clock 24 April 2019 • 4 min read

Global

Nomura's Hodges favours risk assets as tensions remain

US/China and Brexit behind selected calls

clock 08 April 2019 • 1 min read

Investment

Is this another 'Goldilocks' period for markets?

Value areas may catch up on market pivot

clock 08 April 2019 • 2 min read

UK

Why we need to remain vigilant on UK equities

UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.

clock 07 March 2019 • 2 min read

Markets

Allianz's Petersen: Now is not the time to take risk off the table

More thought and selectivity required from investors

clock 22 February 2019 • 6 min read

Markets

SocGen's Edwards: Investors are 'stoned on free money'

Could 'easily prove fatal'

clock 22 February 2019 • 1 min read

Bonds

'This will come home to roost': Warning investors not prepared for QT impact

Started in October 2017

clock 01 February 2019 • 5 min read

Markets

Time for active managers to prove themselves as volatility returns

Challenging times as QE era comes to an end

clock 23 January 2019 • 2 min read

Investment

Sir John Redwood: No need to fear correction after December rally

Shares in main markets 'remain good value'

clock 02 January 2019 • 3 min read
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