What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
The drag of operating with heightened cash is an important consideration, says one fixed income manager
Growth of 0.2% comes with a lot of caveats
‘Do not expect to see any institutional managers taking positions in Russian securities again for a very long time, if ever’
Central bank dashes hopes that US rate rises will peak sooner and lower than predicted
If embedded inflation rears its ugly head, a base rate of 6-7% could be needed to tame it, investment bank says
Sceptics warn better-than-expected numbers do not reflect inflationary pressures
Stacking the odds in favour of another 50bps rate hike by the Bank of England
Ambitious measures seek long-term improvements but risk doing little to alleviate the immediate problems
But concerns of a global slowdown appear excessive, says Liontrust’s Husselbee as he eyes up a portfolio rebalance
Although markets remain highly challenging, there is cause to believe they may stabilise before long
Mid-sized UK stocks have performed more in line with Europe’s down and out larger companies