Inflation is very, very close to the bottom – Lord
Direct from PA’s Autumn Congress 2015, Brewin Dolphin’s head of fund research, Ben Gutteridge discusses the prospects for inflation with M&G’s Ben Lord
Author: Geoff Candy
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IA launches consultation to review priorities
The Investment Association plans to consult its members on how best to prioritise its focus ahead of hiring a new CEO, chair Helena Morrissey said on Thursday, before adding it has no intention to make any changes to the ongoing executive pay project
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WisdomTree launches dividend-focused UK equity ETF
WisdomTree has launched an ETF focused on the UK’s highest dividend yielding stocks.
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PA AUTUMN CONGRESS: A focus on home bias in the US – Weldon
The Fed’s decision to keep rates on hold in September will lead to some complexity for US stocks in the short term, but it is not something about which to be concerned, says Artemis US fund manager, Cormac Weldon.
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PA AUTUMN CONGRESS: Rate tightening pace likely to be steeper than expected – BMO
BMO global macro bond manager, Steven Bell believes both the Fed and the Bank of England will tighten in early 2016 and will likely do more than is currently priced in by markets.
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Daniel Godfrey departs as IA CEO
Daniel Godfrey has departed his post as CEO of the Investment Association, the industry body has announced.
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The Fed has made a policy error – M&G’s Lord
Keeping interest rates as low as they are for as long as they have done is a policy error on the part of the Fed says M&G bond manager, Ben Lord.
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Expect volatility to continue – Invesco’s Millar
Invesco Perpetual multi-asset team has revised its central economic thesis in light of the recent, ongoing volatility seen in markets.
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PA CONGRESS: Inside Autumn Congress 2015
Leading wealth and fund managers came together under sunny-ish skies in West Sussex, to discuss the issues of the day at PA Autumn Congress 2015.
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Reflationary cheap oil effect still to come – Kernohan
Over the past twelve months, the sharp fall in the price of oil has impacted the GDP of the main oil producing economies, , global headline inflation rates and oil related capex.
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OMGI revamps Generation range, removes income targets
Old Mutual Global Investors has removed the income targets from its Generation range of multi-asset funds, formerly run by John Ventre.
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Finding a balance between quants and fundamentals
Different research styles flourish in different market environments, says MFS portfolio manager Jeff McGrew.
