Alan Dobbie Q&A: Banks have been an interesting place to be
The co-manager of the Rathbone Income Fund answers PA’s questions
Macro Views
-
-
Debt ceiling bill prompts relief rally but comes with a long-term impact
The legislation raises the borrowing limit until January 2025
-
Ten reasons to reconsider investing in Japan
Post-pandemic it is possible to make a good argument that bearishness is overdone
-
Case for Fed pause ‘strengthening’ as inflation slows to 5% in March
Though commentators warn its too early to declare victory with another 25bps rate rise likely
-
Banking turmoil may not shake Japanese equities, but bears are still plentiful
Economy boosted as pandemic fear eases
-
Investors growing more sceptical of Fed’s hawkish tone despite sticky inflation
Experts say financial conditions are already tight and summer rate cuts are on the cards
-
Darius McDermott: Four routes to tap into an emerging market rebound
There is an element of investors having to roll with the punches, says FundCalibre MD
-
Q&A with Credo’s Silver: It’s not the time to be taking big risks
Multi-asset manager and head of fixed income at Credo, Rupert Silver, shares his recent asset allocation changes
-
‘All bets are off’ at BoE meeting after UK inflation rises to 10.4%
Forecasters had predicted CPI to slow to 9.9%
-
Investors brace for the rarity of highly unpredictable Fed and Bank of England meetings
The usual consensus on what to expect is nowhere to be found
-
Credit Suisse demise and banking turmoil throw monetary policy picture into doubt
Investors left unsure of the Fed’s plans for the coming months
-
The Budget’s economic forecasts open the door to rate cuts
There is a complex picture for UK equities investors
