Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
Fiscal Policy
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Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
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Pimfa reveals winner of D&I awards
Which wealth management company picked up three gongs?
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Four views: Are gilts finally back in favour?
A year after Liz Truss’s ill-fated mini-budget sent the bond market into a tailspin, experts give their view on the role gilts have to play in portfolios going forward
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Second Kwarteng climbdown sees fiscal plan brought forward
But sterling rebound may not mean confidence in the government is on the rise
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Crispin Odey hits out at Boris Johnson overspending on Covid-19 measures
The UK should have only spent £12.5bn based on the number of potential deaths, says hedge funder
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Is the EU’s coronavirus bailout package the first step to fiscal integration?
The €750bn package was touted as a game changer but some investors have their doubts
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Government throws £13bn at ‘vicious circle’ of austerity and Brexit
Industry mulls investment implications from Sajid Javid spending review
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What investors would most like to see from the Budget
From IHT reform to slashing the number of ISAs investors discuss their wishlists ahead of the Chancellor’s Autumn budget
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Chancellor can boost NHS without raising taxes, says thinktank
UK’s Centre for Economics and Business Research says deficit would continue to fall, albeit more slowly
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Italian fiscal policy could see more hawkish ECB
Italian expansionary fiscal policy is more likely to inform European Central Bank policy than political threats to financial stability, with some investors raising concerns the central bank could soon switch to a more hawkish tone.
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Tilney: European consumer will prevent recession as fiscal policy flounders
Investors have been told to prepare for slower economic growth in the second half of the year, although a global recession should be avoided.
