Inflation to run above 2% 'for some time'
A close eye on deteriorating corporate fundamentals
Inflation OK to climb 'above 2% over time'
Gold miners offer best access
Over half bought from BlackRock
Will address Senate Committee on Banking, Housing and Urban Affairs
Could rise in 2021 and 2022
Six managers give their views
Still a good case for long-duration assets
'Muddle-through' scenario for the economy
Seven of ten FOMC members vote for small cut
Deep recession unlikely
Bonds go down when equities go up, is the common perceived wisdom among investors.
September 2017 lows
Fixed income investors could face a challenging end to the year, as the combination of shrinking central bank balance sheets and still solid growth data could be a headwind for bonds.
Very similar environment to dotcom bubble
Short US equities
Managers of the £385m Ruffer IT
Next step will be balance sheet normalisation
Backed Nationwide bonds
Does not want to 'wait to long' on rates