Five reasons why the BOE will hike rates
It appears increasingly likely that 2013 marked the start of a synchronised recovery in the advanced economies, so is it now time for the Bank of England to consider hiking the base rate?
It appears increasingly likely that 2013 marked the start of a synchronised recovery in the advanced economies, so is it now time for the Bank of England to consider hiking the base rate?
With tapering one of the most overused financial phrases of 2013, we look for forward guidance to be the dominant phrase for 2014.
There is a clear consensus among financial advisers and wealth managers that interest rates will rise in 2015 in the UK and US – the question to answer is how this will impact their fixed income buying decisions.
In line with our expectations, tapering did not mean tightening and in our view, yesterdays tapering announcement was orchestrated to maintain a stable market environment.
If nothing else, it is difficult not to admire Mario Draghis style. After two tempestuous years at the helm of the European Central Bank, battling from one crisis to the next, he continues to catch onlookers unaware.
As a global equity income manager, Pat Ryan explains why he is avoiding the traditional large-cap, defensive stocks you would expect to form the foundation of an equity income product.
Avoiding an impersonal, tick-box mentality is key to TAM's fund picking while experience in managing money in Asia has taught the team that now is not the time to invest there.
The hunt for yield means property investment is making a comeback but, Hendersons top UK property manager, Ainslie McLennan, uses a different kind of detective work.
Sarasin & Partners runs a fully integrated investment process that does not discriminate by client type and its thematic approach puts long-term investment views as the key driver for all of them
The weakest fixed income assets in 2013 have been emerging market bonds however unless they default – which we see as unlikely – we expect this asset class to pro¬vide the biggest boost to fund performance in the next few years, merely by redeeming in full just as PIIGS bonds did in 2013.
South Korea has changed tremendously over the past decade and is now a cosmopolitan city, a tourist destination with high-end restaurants and luxurious hotels.
A central bank should never leave any doubt over its capacity to act, particularly during a monetary cycle low and, of course, some actions are more likely to take effect than others.