Inflation
Federal Reserve: No interest rate hikes until end of 2023
Inflation to run above 2% 'for some time'
Inflation to remain 'under pressure' as consumer demand weakens
CPI at 0.2% in August
US Fed review to 'add fuel to equities' fire'
Inflation OK to climb 'above 2% over time'
Multi-asset managers dismiss bubble fears as gold price reaches record high
Gold miners offer best access
LGIM's Onuekwusi: Diversification is the only free lunch investors will get
The only "free lunch" that investors will ever get is the ability to significantly diversify their portfolios, according to Legal and General Investment Management's (LGIM's) Justin Onuekwusi, who said the high number of small positions across his portfolios...
Jim Leaviss: Navigating the inflation conundrum
Managing rising costs amid myriad macro risks
Negative interest rate debate becomes 'very real' as UK inflation plunges to 0.8%
Lowest CPI reading since August 2016
Multi-asset funds look for inflation hedges as Covid-19 heralds 'final disinflationary flourish'
Monetary stimulus brought into sharp focus
Could Covid-19 create a more inflationary future?
Pandemic could be dividing line
Could coronavirus infect the Consumer Price Index?
Covid-19 has presented the ONS with significant problems calculating inflation during lockdown. Latest Institute for Fiscal Studies research examines the challenges faced.
Expect volatility as shocks arise from various sources
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
BoE 'vindicated' on rate pause as inflation rises
Dangers remain
T. Bailey's Askew: Investors 'too blasé' about non-sterling exposure
Manager increases funds' sterling weighting
John Redwood on a 'pioneering' Japan
Steady progress in growing per capita income
UK inflation remains 'well below' target
Figures released today
Thanksgiving: Will investors feast on further returns from US equities?
Six managers give their views
Markets enjoy 'wave of optimism' as investors suffer FOMO
Latest BofAML survey
Investors must 'rethink safe havens' - JPMAM
New report on Long Term Capital Market Assumptions
Will negative stock-bond correlations continue?
One of the more important developments in markets since the late 1990s has been the emergence of a negative stock-bond price correlation.
Gold has been a safe haven this year: Time to take profits?
Inflation protection among key benefits to hold metal
BoE eyes 'modest tightening' to meet inflation target
MPC maintains rates 7-2
Low bond yields are here to stay, even if fiscal stimulus returns
Central banks to keep borrowing costs low
Retail price index changes could hit 'complacent' index-linked gilt investors
Overhaul impact on 'linkers' to be assessed
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