Federal Reserve

Journey to 'normalisation'

Interest rates back in the spotlight as economy improves

As global equity markets struggle to recover after a turbulent few days, we take a closer look at the major issues still troubling investors.

Joel Mittelman, portfolio strategist at the Boston Company Asset Management, looks at the sectors and stocks that are most sensitive to rising rates

Only one member voted for a hike in July

Investors cannot afford to ignore the increasingly positive correlation between core government bonds and credit markets as rate rises loom, says Jon Jonsson, senior portfolio manager, global fixed income at Neuberger Berman.

How manageable are economic threats?

Mark Sherlock, lead portfolio manager of Hermes US SMID Equity fund, analyses which market cap is likely to perform best when the Federal Reserve finally decides to raise rates

Investment managers are expecting to see the first interest rate rise in the US in over six years in the next couple of months, but could we see a further round of quantitative easing instead?

For most US equity investors, it is all eyes on the Federal Reserve until we see the first lift-off in interest rates. We have got beyond the patch of weak economic data earlier this year and are returning to stronger growth, as signalled by healthy labour...