Inflation

TIME TO GO BACK INTO EMs?

Yields on the 10-year gilt have fallen to an all-time low below 2.77% as recessionary fears resurface across the globe.

Inflation in the eurozone dropped 0.2% to 2.5% in July, surprising analysts who had expected the figure to remain unchanged.

FIVE OF THE BEST

Javier Corominas, head of economic research at Record Currency Management, examines whether beta or risk premium returns are available in currency.

Worries over the eurozone debt crisis have prompted the Ernst & Young Item Club to cut its forecast for GDP growth this year from 1.8% to 1.4%.

UK consumer price inflation fell from 4.5% in May to 4.2% in June despite food prices remaining high.

The Chinese government has raised interest rates for the fifth time since October, despite concerns tightening measures are dampening economic growth.

ON UK GROWTH

Henderson's director of pan-Asian equities manager continues to back China, despite recent headwinds, in view inflation is manageable.