Opinion

Investec's Alastair Mundy argues intuition cannot beat studied investment models and deeper analysis of the marketplace.

M&G's bond vigilante Matthew Russell explains why inflation expectations should not influence the increasingly hawkish MPC on rate rises.

ODDS SHORTEN ON MARCH RATE HIKE

COCO MARKET SET FOR RAPID GROWTH

Last year, many commentators and investors worried about deflation. They were looking the wrong way.

Goldman Sachs Asset Management chairman Jim O'Neill is convinced about global and US economic recoveries

The markets are in a funny mood. I recently hosted an event with the Tim Bond of Odey Asset Management. Tim was rather bullish on equities with some unprintable negative observations on bonds and gold, but the audience did not seem terrifically convinced...

MARKETS WILL PUSH RATES UP

Outsize TV screens were showing graphic live footage of the clashes in Cairo's Tahrir Square, but watching the soaring musical fountains at the foot of Dubai's Burj Khalifa, the tallest building in the world, one banker confidently dismissed doom and...

I just love those press releases that tell you absolutely nothing but the blindingly obvious. This week's contribution to the growing habit comes from wealth manager Heartwood.