INDUSTRY VOICE: After a number of years in which central banks were more concerned with fighting the risks of deflation, several signs point to a higher inflation environment in the US.
Central bank policy mistake biggest risk
Support and attractive valuations could release the potential of commodity stocks
Cooling late-cycle economy could rekindle gold interest
Closed at 2.966% on Monday
Dropped to 2.5% in March
Up 6.2% since start of the year
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.
Short duration key in current environment
Focus on healthcare and energy
Rathbones' David Coombs on protecting portfolios
Concerns about rising rates
Last month, the US Department of Labor reported average hourly earnings had increased 2.9% in January. Wage gains, largely absent from the post-crisis recovery, are good news for the economy.
Market anticipates a May hike
Favourable macro backdrop
Value should emerge quickly
First Spring Statement
Outflows of €430m
Equity exposure remains high