Inflation

US

Fed maintains interest rates amid inflation concerns

Janet Yellen's last meeting as chair

clock 31 January 2018 • 3 min read

Emerging markets

Carmignac's Park: I have learned to be ready for disappointment when it comes to India

Concerns about oil, currency and politics

clock 31 January 2018 • 4 min read

Global

Why the US dollar will be the 'gamechanger' of 2018

Financial markets are heavily distorted by the unprecedented market presence of central banks. Markets have become extremely sensitive to changes in central bank actions.

clock 30 January 2018 • 2 min read

Global

Investment Conundrums: Sarasin's Monson on 'blue sky ahead but possibility of short-sharp storms in between'

Shocks could be caused by end of QE, global debt or populism

clock 30 January 2018 • 4 min read

Global

Update: US equities follow Europe lower as bond jitters weigh

S&P 500 and Dow Jones both down

clock 30 January 2018 • 2 min read

Economics

GDP beats expectations to increase 0.5% in Q4

Growth of 1.8% over the year

clock 26 January 2018 • 2 min read

Bonds

Fidelity's Himsworth: Bond markets are indicating increased volatility for equities in 2018

Elevated chance of a sell-off

clock 25 January 2018 • 3 min read

Markets

Coutts' Wong: Market is far too complacent about the threat of inflationary pressures

Impact on fixed income space

clock 16 January 2018 • 2 min read

Bonds

UK inflation 'peaks' as sterling hits post-Brexit high

CPI drops to 3%

clock 16 January 2018 • 4 min read

Commodities

'The best time to buy insurance is when you don't need it': Managers increase gold weightings as 'double hedge'

Longest streak of gains since 2011

clock 15 January 2018 • 4 min read
Trustpilot