Growth and inflation forecasts revised up
Mixed economic data from the US this year, as well as increased global risks, has led to a deferral in this year's much awaited interest rate rise, writes Fatima Luis, a portfolio manager and analyst at Mirabaud Asset Management.
Martin Flood, manager of the Lazard US Equity Concentrated fund, on why he believes US consumers can continue to drive economic growth as middle class fortunes improve.
Brendan de Jongh, SA head of research at PortfolioMetrix, explains the benefits of holding an asset class when the risks have increased and yields have declined.
John Ricciardi, CEO of Kestrel Investment Partners, explains how shifts in investor perceptions of UK inflation could affect markets over the coming months.
Inflationary pressures are building in the UK
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.