Inflation is the only way to reduce the high debt to GDP forecast for the UK and US, which is set to match that of Greece by 2014, says Distinction Asset Management's Ana Armstrong.
BNY Mellon Asset Management has launched an absolute return equity fund, the first in its range to be managed by Insight Investment Management.
Further quantitative easing, low short-term interest rates and rising inflation will be key themes for the year ahead, says Patrick Armstrong at Distinction Asset Management.