Inflation

Oil prices should fall back in the near term provided unrest is contained within Libya, says Schroders' CIO Alan Brown.

The manager of Henderson's £795m European Growth fund urges investors to stay put in Europe despite Middle East troubles and surging inflation.

Schroders' chief economist Keith Wade says higher commodity prices are hampering economic growth as soaring oil and food costs take their toll on consumers.

M&G's bond vigilante Matthew Russell explains why inflation expectations should not influence the increasingly hawkish MPC on rate rises.

The Chancellor has defended the Bank of England over rising inflation and denied the government is making its job more difficult.

Last year, many commentators and investors worried about deflation. They were looking the wrong way.

Inflation is the only way to reduce the high debt to GDP forecast for the UK and US, which is set to match that of Greece by 2014, says Distinction Asset Management's Ana Armstrong.

Inflationary pressures are greater than the MPC painted in its latest report and higher interest rates are urgently needed, says the MPC's Andrew Sentance.

L&G Investment Management (LGIM)'s multi-manager team is moving its equity focus away from emerging markets towards the US and other developed economies.

Sterling fell against the dollar and the euro after the Bank of England downgraded its economic growth forecast for 2011.