Inflation
Tcam's Bathgate: Fixed income is a ticking time bomb
Comparing environment to 1994
Eurozone inflation overshoots ECB target to hit 2% in February
ECB's target was slightly below 2%
Is the market exaggerating the death of bonds?
Hunt for yield remains
Can US small caps sustain their strong performance in 2017?
Rallied last year
Newton's Metcalfe: Investors must focus on dividend sustainability for UK market
Paid shareholders £325m every working day last year
Thesis AM: UK set to enter inflation 'twilight zone'
Not entering stagflation
Why lessons from 2004 suggest reasons for optimism on bonds
Impact of Fed policy
Franklin Templeton's Russon: The great equity market rotation
With significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.
Industry Voice: Why inflation is a global problem - and how to prepare your portfolio
Jeanne Asseraf-Bitton, Lyxor's Head of Cross Asset Research
Consumer pockets to 'feel the pinch' as inflation climbs 1.8% in January
Up from 1.6% in December
Rathbones' Jones on life after the 'bond bonanza'
Outlook for fixed income
SocGen's Edwards: Fed will be forced into 'more pronounced' tightening than market expects
Rising wages and inflation
RLAM's Cholwill on why sterling weakness is Brexit's 'silver lining'
Good for nominal dividend growth
Inflation miniseries: The economic backdrop
Lyxor's head of UK & Ireland institutional ETF sales, Chanchal Samadder discusses the inflation outlook with Investment Week's editorial director, Lawrence Gosling.
Inflation miniseries: Inflation-linked bonds
Lyxor's head of UK & Ireland institutional ETF sales, Chanchal Samadder discusses inflation with Investment Week's editorial director, Lawrence Gosling.
BoE faces 'tough balancing act' as UK growth forecasts upgraded
Kept rates on hold
Why 'staycation' trend is benefiting the Rathbone Recovery fund
UK seeing rising inflation
Schroders' Wade: I'm much more concerned about inflation under Trump
China the only deflationary force
Inflation hits 29-month high of 1.6% in December
Up from 1.2% in November
Carney hints MPC will react to higher inflation
Hints at more hawkish tone
Trump caution, Japan and value funds: Buyers reveal Q1 key calls
What are investors' concerns?
Are managers calling end of 30-year bond bull market too early?
End of 30-year run
Jupiter's Davies: The longer-term secular growth trends offering 'exciting opportunities'
Technology and EM consumer landscape
JPM Global Macro Opps team scraps 'low inflation' theme and warns of populism risks in Q1
Shrenick Shah, co-manager of the £873m JPM Global Macro Opportunities fund, has said the portfolio is currently running at the highest risk level since launch almost four years ago, following the removal of a 'low inflation' theme and a number of other...
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