Inflation

What risk factors should investors look out for?

In the developed world, inflation expectation is noise

Above target

Given the constant focus on what might cause equities to fall and whether now is the right time to invest, it is helpful to remember equities as an asset class have historically been more likely to deliver positive returns in any given 12-month period...

Global bond yields continue to crash through zero

Headlines 'don't reflect the whole story'

Global economic cycle is among the longest in history

Fixed income manager takes a more cautious approach

Asset prices and sterling fall 'sharply'

Reduces chances of rate hike