Improving portfolio diversification
Short duration key in current environment
Concerns about rising rates
Last month, the US Department of Labor reported average hourly earnings had increased 2.9% in January. Wage gains, largely absent from the post-crisis recovery, are good news for the economy.
First meeting for Powell
First testimony since taking over role
Issue of 'self-doubt' and over-valued bonds
$38.7bn inflows in Q3
Amid record short positions
Short US equities
Investment Conundrums: Morningstar's Kemp - You have to be thinking about a wider range of scenarios than at other points in the cycle
Dan Kemp, chief investment officer, EMEA at Morningstar Investment Management Europe, said concerns about unattractive valuations across global asset classes and a wide range of possible return outcomes are key drivers shaping the team's current investment...
Trump favours her low rate policy
Study finds rising inter- and intra-sector correlations
Bond investors must exercise caution amid political uncertainty
Does not want to 'wait to long' on rates
Affected by dollar moves
There are many imbalances around the world, but there are two colossal surpluses and two large deficits which stand out, writes John Redwood, Charles Stanley's chief global strategist.
Trump will cause first 'zigzag'