Worst is yet to come as Fed pursues price stability at all costs
Central bank dashes hopes that US rate rises will peak sooner and lower than predicted
Author: Cherry Reynard
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Dan Boardman-Weston: Long-term sustainable investments beat big bets
BRI Wealth Management CEO also backs allocating a portion of investor capital to thematic ideas
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What did Q2 earnings season tell us about the economy?
Sceptics warn better-than-expected numbers do not reflect inflationary pressures
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Is US Inflation Reduction Act a damp squib?
Ambitious measures seek long-term improvements but risk doing little to alleviate the immediate problems
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Hawksmoor’s Ian Bailey: Process has to fit the client, not the other way round
‘Wealth managers try and undercut each other, but we find that clients increasingly recognise you get what you pay for’
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How bad will the UK recession be?
BoE predicting a milder slump than the GFC but one economist says to prep for a ‘long series of negative pieces of economic news’
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Surprisingly resilient emerging markets defy strong dollar
Even carving out a resurgent China, some EM economies delivered growth in Q1
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Will attractive yields entice investors back into investment grade credit?
Spreads have widened considerably over govvies after pricing in the GDP slowdown but default rates remain low
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Small shareholder voices drowned out as companies become more controlled
Increasingly concentrated ownership means governance issues risk going unchecked
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Will bidding adieu to Boris Johnson boost British investment?
His tenure has been marked by persistent sterling weakness and depressed asset prices
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Plenty of stock picking opportunities in Europe despite bleak stats
Latest S&P PMI manufacturing data shows tentative signs of supply chains edging closer to stability
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Chris Applin: Our portfolios are ‘steady work-horses’ not show ponies
‘Our view is clients should never lose sleep over what we are doing,’ says Mirabaud senior portfolio manager