MPC minutes reveal tipping point approaching
The minutes of the Bank of Englands latest monetary policy committee meeting show a continuation of the build-up toward a tipping point
Macro News
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How much quieter can markets get
Threadneedle CIO, Mark Burgess, says the group has been left rather puzzled by the lack of an increase in core yields.
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BAML warns of growing macro worry list
Bank of America Merrill Lynch has warned of a growing worry list of threats to the global economy.
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Despite volatility EMs still offering value Mobius
The underlying economic conditions within emerging markets appear to be improving, Mark Mobius said.
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Inflation spike cranks up pressure on Carney
A surprisingly large rise in inflation has increased pressure on Mark Carney and the Bank of Englands monetary policy committee as they continue to walk a rate rise tightrope.
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Investors cautious on sustainable uk growth
While UK equities performed well in the second quarter 2014 and in July to date, investors should be cautious on the sustainability of the UK economic recovery.
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Commodities back on the investor table
According to Threadneedles Nicolas Robin improving developed markets and structural shifts mean commodities are increasingly back on investors radar screens.
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bumpy times ahead as central bank policies diverge
Markets are likely to see some bumpy times in fixed income markets as revised interest rates in the US could happen sooner than many investors now expect.
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GAM s got it covered
GAM’s Graham Wainer explains that diversification and flexibility are essential to making waves within the fluid asset management business
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Commerce survey points to continued UK growth
A new survey by the British Chambers of Commerce points to a continuation of growth in the UK economy.
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Barings staying overweight equities
Barings Asset Management is remaining overweight in equities due to a belief that global monetary policy will be supportive of market valuations.
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uk leave france in cloud of dust as speeds ahead
By 2020, the UK economy is likely to overtake France to emerge as second largest economy in the EU, the latest PwC report concludes.
