fund manager views
Europe
Eurozone inflation eased back to a rate of just 1.1% in February. As in the US, there is some indication of a modest pick-up in wage growth, and this has in the past been closely associated with the rate of inflation in the service sector.
20 June 2018
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2 min read
Bonds
We had a glimpse of the potential market implications of a more eurosceptic Italian government in recent weeks.
13 June 2018
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2 min read
Markets
2018 has seen another spring dominated by political manoeuvrings, in particular the return of 'The Italian Question'.
13 June 2018
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2 min read
