Russian invasion unlikely to force central banks off course
Inflation is expected in an escalation and de-escalation scenario so central bankers have to hold their nerve
Inflation is expected in an escalation and de-escalation scenario so central bankers have to hold their nerve
|
|
‘It should not be like winning the lottery – you want managers to outperform the following year, not think about early retirement’
|
|
As global risk-off sentiment makes bad situation worse for EM equities
|
|
Their cashflows make them uniquely responsive
|
|
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull
|
|
Recent performance marks a notable change in fortunes for the unloved market
|
|
Growth of advanced economies revised slightly lower, largely due to supply disruptions
|
|
Equity exposure in Rathbones multi-asset funds is still ‘very skewed’ to the US and quality growth names
|
|
Encouraging biodiversity and the preservation of habitats will be as important to the health of the planet as halting climate change
|
|
‘If we want everything to stay as it is, everything has to change’
|
|
Up-and-coming managers from BNY Mellon IM, Liontrust, Jupiter and Schroders reveal the themes they are playing in portfolios
|
|
Covid and a decade of loose monetary policy have battered income investors
|
|