Food fuels 4.1% UK retail sales increase
Non-food sales dropped 0.2% in August, according to British Retail Consortium
Inflation
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What do ‘higher for longer’ interest rates mean for UK smaller companies?
Martin Currie’s Richard Bullas and Dan Green explain why UK small and mid caps could ‘come back like a coiled spring’
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Jackson Hole: Jay Powell warns inflation still ‘too high’
Fed chair said the central bank is ‘prepared to raise rates further if appropriate’
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Will deflationary pressures stretch beyond China?
Capital Economics’ Neil Shearing and PIMCO’s Carol Liao argue whether or not China’s slowdown will have a negative global impact
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Jackson Hole a ‘pivotal’ moment for central banks with policy set to diverge
Commentators have pondered the significance of the three-day meeting
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UBS and Credit Suisse: Global wealth set to reach $629trn by 2027
Global wealth predicted to rise by 38% over four years
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Morningstar’s Coop: How do deal with the unforecastable in portfolios
Morningstar’s Mike Coop discusses ‘disappointingly and puzzling poor’ forecasting in the industry
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When and how will the infrastructure sector recover?
Rising interest rates, widening discounts and fixed income inflows have bruised assets
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AI: The only case when ‘this time it’s different’ isn’t just an expensive mistake
Morningstar’s Mark Murray discusses picking today’s winners in the world of AI
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Weekly outlook: UK inflation figures and L&G reports
Key events for UK wealth managers for the week starting 14 August
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Infrastructure: Facing the challenges on the horizon
Investing in infrastructure should produce solid returns – as and when inflation peaks and real rates fall again
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US inflation reaction: Hiking cycle could end despite 20bps increase in July
3.2% figure was lower than predicted
