monetary policy

UK

Aberdeen's Webb: Higher inflation will force BoE to raise rates in early 2018

More risks in UK than Europe

clock 04 April 2017 • 2 min read

Asia

Legg Mason's Shiozumi: Business winners will be those willing to play the 'New Japan'

Risk of Abe resigning

clock 15 March 2017 • 2 min read

Bonds

Tcam's Bathgate: Fixed income is a ticking time bomb

Comparing environment to 1994

clock 15 March 2017 • 2 min read

US

Managers take cautious approach ahead of expected US rate rise as 'wary' Yellen likely to underwhelm on outlook

Two rate rises predicted next year

clock 13 December 2016 • 7 min read

Investment Trusts

Ruffer duo: Why 'fiscal activism' in the UK is inevitable

Expect market volatility to pick up

clock 12 September 2016 • 2 min read

Global

Fed vice chair praises success of negative rates in other countries

But not on the table for the US

clock 31 August 2016 • 1 min read

Investment Trusts

Lord Rothschild warns on geopolitical risks as RIT bolsters defensive strategies

Trust reduces equity and sterling exposure

clock 15 August 2016 • 2 min read

Economics

BoE's QE operation falters as investors refuse to part with bonds

Latest QE package

clock 10 August 2016 • 1 min read

Global

Is this a tipping point towards weaker global growth?

Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.

clock 27 July 2016 • 4 min read

UK

Woodford calls for global policy action to tackle 'profound' economic challanges

Challenges more significant than outcome of Brexit vote

clock 13 June 2016 • 3 min read
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