Inflation

Asia

The tailwinds giving Japanese cyclicals a competitive edge

Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.

clock 26 July 2017 • 2 min read

Economics

WisdomTree's Nossek: Gilts at risk from overseas selling if sterling slides further

Potential further weakness in the pound

clock 25 July 2017 • 3 min read

Markets

SocGen's Edwards: We are now just one recession away from Japanese-style outright deflation

Inevitable recession will wreak 'havoc'

clock 20 July 2017 • 2 min read

Asia

The three trends driving the future of Japan's economy

Three macro trends should shape the Japanese economy over the next couple of years.

clock 19 July 2017 • 2 min read

Bonds

Are 'significantly overvalued' UK bonds a ticking timebomb?

Inflation fell to 2.6% in June

clock 19 July 2017 • 2 min read

Economics

'This will kill chances of rate rise': Sterling falls on surprise inflation drop to 2.6% in June

Falling petrol and diesel prices main contributors

clock 18 July 2017 • 4 min read

Bonds

What will be the impact as central banks adopt more hawkish tone?

MFS Investment Management's Pilar Gomez Bravo

clock 12 July 2017 • 2 min read

Global

Smith & Williamson launches Global Inflation-Linked Bond fund

Managed by Thomas Wells

clock 10 July 2017 • 2 min read

Bonds

The dominating themes in the fixed income world

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.

clock 27 June 2017 • 2 min read

Europe

Old Mutual's Ormiston on where opportunities lie in Europe

Italy remains a risk

clock 14 June 2017 • 2 min read
Trustpilot