Rothschild busts macroeconomic myths
Popular mis-characterisations of debt, deflation and QE result in a distorted picture of macroeconomic investment risks, said Kevin Gardiner, global investment strategist at Rothschild Wealth Management.
Popular mis-characterisations of debt, deflation and QE result in a distorted picture of macroeconomic investment risks, said Kevin Gardiner, global investment strategist at Rothschild Wealth Management.
Worries over UK deflation are misplaced, says Cazenove Capital Management CIO Richard Jeffrey, the forward outlook is promising.
Risk of deflation in the Euro zone on the up according to asset manager
Woolnough, who runs the £19.6bn M&G Optimal Income Fund which is sold across continental Europe, told International Adviser that if this policy stance is maintained “eventually inflation will come back”. “I’d argue that even if they keep rates low you won’t get inflation to the extent that you have historically. So I’m a firm believer…
The results of the European Central Bank monetary policy meeting are likely to include action to address fears of deflation – the question is what form that will take.
Chris Iggo, CIO, Fixed Income, AXA IM takes a look at the Japanese bond market, the impact of deflation and how the European market could, and maybe should, make moves to follow the far eastern example.
According to Neil Williams, the relevant UK authorities will not entertain the prospect of deflation so the questions become where will inflation come from and how should investors then react.