Hike in inflation will hit small businesses ready to scale-up
Rise in August’s CPI inflation was the biggest jump for 24 years but will BoE now raise rates sooner than expected?
Central Banks
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Weekly outlook: BoE, Fed and Bank of Japan update on monetary policy; UK inflation
The key events for UK wealth managers for the week starting 14 December
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Treasury drops orthodoxy to interview Helena Morrissey for top job
‘It looks like quite a wide field of candidates are being interviewed’
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Darius McDermott: Value is not dead it’s just resting
Central banks have put value on the back foot again in 2019
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‘More dovish than Draghi’: Funds industry weighs in on Christine Lagarde
IMF boss becomes surprise nomination to head up the ECB
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Darius McDermott: Flexible fund picks for an uncertain here and now
There’s no Goldilocks economy – but I’m not a bear
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Treasury must navigate Brexit optics in hunt for Mark Carney successor
Investors mixed on market implications as Philip Hammond seeks Bank of England governor
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DFM strategies for navigating the volatile bond market
Strong US data threatens further policy divergence with Europe
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What does the end of easy money mean for managers?
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?
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PA ANALYSIS: Harness ‘animal spirits’ for investment success
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.
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Are we just halfway through the QE cycle?
Has macro analysis simply become an attempt to second guess what the central banks are going to do?
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PA Podcast: Central bank feather bed and the return of financials
The theme of central bank repression of rates has been the dominant theme in markets for years, but Guy Monson, CIO at Sarasin & Partners believes this could be beginning to change.