Infrastructure: Facing the challenges on the horizon
Investing in infrastructure should produce solid returns – as and when inflation peaks and real rates fall again
Inflation
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US inflation reaction: Hiking cycle could end despite 20bps increase in July
3.2% figure was lower than predicted
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Bank of England’s ‘war on enemy number one’ continues with 14th hike
The Bank hiked by 0.25% to a rate of 5.25%
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Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
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A tsunami of yen: Could a Japanese policy shift spark a global bond sell-off?
Cardano’s Corné van Zeijl and David Goldberg discuss the global impact of rising inflation in Japan
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Atlantic House launches Dynamic Duration Fund
Deputy CIO Mark Greenwood is the lead manager
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Is there too much pain baked into Brazilian equities?
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks
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Fed’s ‘well-telegraphed’ rate rise seen as the end of this hiking cycle
US base rate up to a target range of 5.25% to 5.5%
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Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
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Church House’s Wharton Q&A: Goldilocks believers are in for a shock
‘We are thankful for levels of quite predictable returns that we haven’t been able to enjoy for a long time’
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UK inflation: ‘Light at the end of the tunnel shines brighter’, but still some way to go
CPI fell to 7.9% in June, but some commentators still expect a 50bps rate rise in August
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EdenTree CIO Thomas: Finding opportunities amid the ‘green revolution’
EdenTree’s Charlie Thomas discusses the resilience of EVs, solar power and heat pumps amid a tough economic backdrop