Federal Reserve
Investment
The absence of any relationship between the monetary base and inflation means no one has any real idea of where the economy is heading. So how can the authorities control inflation and sustain above trend growth? John Clarke, chief investment officer...
06 June 2014
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4 min read
Emerging markets
Manager of Global Dividend fund sells Nestlé and Coca-Cola in favour of ‘pure' emerging market exposure.
30 May 2014
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1 min read
Investment
A year ago this week, then-Federal Reserve chairman Ben Bernanke made a speech many expected to provoke a paradigm shift in markets.
23 May 2014
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Bonds
Some of the UK's biggest bond and absolute return funds are shorting short-dated government bonds and buying into long-dated debt in what is being dubbed the ‘curve flattener' trade.
14 May 2014
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2 min read
Economics
Alastair Winter, chief economist at Daniel Stewart & Co, reveals his global economic outlook following a turbulent first quarter - and warns there will be plenty of opportunities to lose money in 2014.
17 April 2014
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5 min read
