fund manager views
Bonds
Recent softer price indications from the US brought us back another year in terms of the battle between those who believed we were set for long-term secular stagnation and those who believed we were on a new reflationary path.
27 June 2017
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2 min read
Funds
The outlook for US equities is a highly contested point between market participants today, with even Janet Yellen joining the fray saying: "Forward price-to-earnings ratios for equities have increased to a level well above their median of the past three...
27 June 2017
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2 min read
US
On 14 June, the Federal Reserve raised short-term rates by another 25bps from 1% to 1.25%, despite fairly weak inflation figures.
27 June 2017
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2 min read
Asia
The issues facing Japan with respect to its ageing population are well documented.
20 June 2017
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2 min read
