Lessons learned: John Bennett on why ‘investing is not a religion’
Janus Henderson’s director of European equities warns against making binary calls
Federal Reserve
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Weekly Outlook: Federal Reserve’s eagle eye on US jobs data
Key events for UK wealth managers for the week starting 3 October
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Hawkish Fed hikes rates 75bps at third meeting on the bounce
As the US central bank lays down a marker that more rises are yet to come in 2022
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Beyond Jackson Hole: What will the Fed do now?
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
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Worst is yet to come as Fed pursues price stability at all costs
Central bank dashes hopes that US rate rises will peak sooner and lower than predicted
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Weekly outlook: Fed rate decision looms over flurry of H1 earnings reports
Key events for UK wealth managers for the week starting 25 July
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Eye-watering US rate rises still to come as peak inflation proves elusive
April US CPI drop was ‘never going to be the start of it freefalling to more palatable levels’
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Bank of England votes 6-3 to deliver further 25bps rate hike
As US Federal Reserve makes good on foreshadowing with more aggressive 75bps hike
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Weekly outlook: Central banks take centre stage as BoE and Fed eye up further rate hikes
Key events for UK wealth managers for the week starting 13 June
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Five reasons the bond sell-off may reverse
With markets aggressively pricing in Fed tightening, value could be returning to global bonds, says T Rowe Price’s Quentin Fitzsimmons
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75bps Fed hike back on the table after April inflation miss
‘This is going to be a hiking cycle that lasts quite a while’
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Hawkish Fed rises rates 50bps as Bank of England plays ball with 25bps
But one portfolio manager descibes the move as ‘shuffling deck chairs on the Titanic’