DFMs ratchet up inflation protection to counter possible ‘winter of discontent’
Nine out of 10 wealth managers expect to increase inflation protection, a survey from Tabula IM shows
Nine out of 10 wealth managers expect to increase inflation protection, a survey from Tabula IM shows
Rise in August’s CPI inflation was the biggest jump for 24 years but will BoE now raise rates sooner than expected?
The key events for UK wealth managers for the week starting 14 December
‘It looks like quite a wide field of candidates are being interviewed’
Central banks have put value on the back foot again in 2019
IMF boss becomes surprise nomination to head up the ECB
There’s no Goldilocks economy – but I’m not a bear
Investors mixed on market implications as Philip Hammond seeks Bank of England governor
Strong US data threatens further policy divergence with Europe
After a decade of uber-low interest rates and loose monetary policy, consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
Has macro analysis simply become an attempt to second guess what the central banks are going to do?