monetary policy

Equities

'Hard times ahead for investors': Buyers start to de-risk portfolios as macro backdrop deteriorates

Increased volatility

clock 27 November 2018 • 4 min read

Bonds

Are infrastructure stocks really 'bond proxies'?

The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.

clock 07 November 2018 • 3 min read

Bonds

Which currencies and bonds have been punished unfairly in 2018?

Tactical opportunities

clock 07 November 2018 • 3 min read

US

Will the Fed soften its rate hike path?

US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".

clock 04 November 2018 • 2 min read

Industry

The big three concerns for investment managers… and how technology can provide a solution

Brexit fears at home and away

clock 01 November 2018 • 2 min read

Multi-asset

IBOSS AM's Metcalfe: We expect US economic data to weaken sooner than many expect

Over the past few months, we have become more positive on US Treasuries.

clock 31 October 2018 • 2 min read

Investment

ASI's Luke Bartholomew: Looming impact of Brexit weighs heavily on Budget

OBR windfall spent immediately

clock 30 October 2018 • 3 min read

Regulation

Budget 2018: Top ten takeaways

Key announcements on UK growth, Brexit and tax

clock 30 October 2018 • 4 min read

Europe

John Redwood: The war of words in the EU

Tit-for-tat rhetoric doing little to ease tensions within bloc

clock 18 October 2018 • 3 min read

Europe

What will be the impact of the ECB unwinding QE on bond markets?

Two scenarios outlined

clock 09 October 2018 • 4 min read
Trustpilot