Recessions are unpleasant, but they are a part of the normal economic cycle and have an important role to play to ensure competitiveness and productivity remain strong, says Hector Kilpatrick, chief investment officer of Cornelian Asset Management.
John Ricciardi, CEO of Kestrel Investment Partners, explains how shifts in investor perceptions of UK inflation could affect markets over the coming months.
Gilt yields returned to pre-referendum levels
Inflationary pressures are building in the UK