James Dowey, chief economist and CIO at Neptune
Nick Gartside, J.P.Morgan Asset Management CIO fixed income and manager of the Global Bond Opportunities fund, talks to editor Katrina Lloyd about why Mark Carney did exactly the right thing by cutting rates, and why fears about bond market illiquidity...
Value investors have been forced to endure a prolonged period of underperformance, as extreme market dislocations caused by central bank policies have boosted the appeal of growth counterparts.
It remains difficult to interpret pre-and post-Brexit trends but much of the latest data points to a resilient economy, with high employment and signs the housing market and consumer spending have weathered the initial storms.
Central bank monetary policy has suppressed interest rates since the global financial crisis, leading to the greatest search for income in investment history, writes Philip Harris, manager of the EdenTree Investment Management UK Equity Growth fund.
Sterling at lowest since 1980s
The UK has voted: Brexit it is. Even though the uncertainty around the vote result is behind us, a new road full of unknowns opens up, writes Florence Barjou, deputy head of active investment strategies and head of multi-asset investments at Lyxor Asset...
Interest rates set to be lower for longer