Janus Henderson: Monetary policy divergence offers opportunities in European credit and EMD
Markets scaled back expectations of rate cuts in the US for 2024 from six cuts to two
Federal Reserve
-
-
Fed holds interest rates, drops redemption cap in May decision
Industry commentators weigh in on the decision to hold
-
Weekly Outlook: Federal Reserve meeting and Amazon Q1 update
Key events for UK wealth managers for the week starting 29 April
-
Are high yield investors in for a bumpy ride?
High yield bonds had a strong 2023 but the cracks are starting to show, writes FundCalibre’s Darius McDermott
-
Ark Invest’s Cathie Wood: Fed hiking cycle ‘one of the biggest mistakes in monetary policy history’
Ark CEO believes the central bank should be concerned by deflation, not inflation
-
January’s US CPI surprise leaves May rate cut in doubt
3.1% headline figure came in 20bps above consensus expectations
-
Will inflation fall enough for ‘year of the bond’?
Are there longer-term risks to the seemingly benign inflation picture?
-
US Federal Reserve joins ECB in holding interest rates steady
Inflation remains stickier than expected across the US, the UK and Europe
-
Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
-
Interactive Investor: Interest rate-sensitive funds come roaring back in market rally
A potential end to monetary tightening has ricocheted rate-sensitive funds back into vogue
-
‘Unsustainable’ US debt: Could the Fed consider cutting interest rates?
Democrats and Republicans may have agreed on a spending deal, but experts still warn of ‘unsustainable’ levels of debt
-
Clearbridge Investments’ Schulze: Investors are facing ‘a tough climb’ with their guards down
‘Hopes of a soft landing often take hold before the economy hits the skids’, writes the head of economic and market strategy
