Inflation

Markets

Trump caution, Japan and value funds: Buyers reveal Q1 key calls

What are investors' concerns?

clock 13 January 2017 • 4 min read

Bonds

Are managers calling end of 30-year bond bull market too early?

End of 30-year run

clock 11 January 2017 • 2 min read

UK

Jupiter's Davies: The longer-term secular growth trends offering 'exciting opportunities'

Technology and EM consumer landscape

clock 11 January 2017 • 2 min read

Multi-asset

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...

clock 05 January 2017 • 3 min read

Global

Fed mulls faster rate hiking path on Trump's fiscal stimulus plans

FOMC December minutes

clock 05 January 2017 • 1 min read

Global

Quick-fire interview with AXA IM's Porter: How transition to 'inflationary mindset' could impact bond liquidity

AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity...

clock 04 January 2017 • 1 min read

Equities

What does rising inflation mean for property?

Guy Glover, manager of the F&C UK Property fund, gives his outlook for the sector after a turbulent 2016.

clock 04 January 2017 • 2 min read

Global

Charles Stanley CIO Cunliffe: Expect the unexpected in 2017

Outlook for next year

clock 22 December 2016 • 4 min read

Equities

Alpha hunt: The stocks to play 2017's changing world

Five managers give their views

clock 22 December 2016 • 5 min read

Markets

When inflation strikes, where can investors take advantage?

Oil has historically been an inflation hedge

clock 19 December 2016 • 3 min read
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