Inflation

Bonds

Fidelity fixed income CIO: Investors 'under protected' against higher inflation

Bigger risk than bond liquidity

clock 10 December 2015 •

UK

Jupiter's Davies: The UK implications of a 'lower for longer' oil price

Despite a slowdown in growth to 0.5% in the third quarter, the UK economy continues to perform well.

clock 23 November 2015 • 2 min read

Economics

Inflation remains negative for second month in October

CPI at -0.1% again

clock 17 November 2015 •

Bonds

Are current inflation breakeven rates too cheap?

Breakeven inflation rates are in many cases trading at levels not seen since before the financial crisis.

clock 06 November 2015 • 2 min read

Markets

Sterling tumbles as dovish BoE keeps rates on hold

McCafferty remains only member to vote for a hike

clock 05 November 2015 •

Industry Voice

Industry Voice: Japanese equities - Looking beyond 'corporate governance'

Tokio Marine Asset Management analyses the structural reasons as to why corporate governance matters so much for Japanese corporates and looks beyond booming dividends and share buybacks for new investment ideas.

clock 02 November 2015 • 4 min read

UK

MPC's McCafferty: Hike rates or fall 'behind the curve'

Voted for a raise since August

clock 20 October 2015 •

Economics

Update: Rate hike expectations pushed back as UK falls into deflation

Fell back into deflationary territory in September

clock 13 October 2015 •

Investment

A turning point for the commodities sector?

Pimco's real-return manager, Bransby Whitton, takes a closer look at the advantages of holding commodities in portfolios despite the asset class's recent slump.

clock 24 September 2015 • 2 min read

Economics

Inflation falls back to zero in August

Dampens case for UK rate rise

clock 15 September 2015 •
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