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%
Inflation
-
-
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?
-
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
-
Atlantic House launches Dynamic Duration Fund
Deputy CIO Mark Greenwood is the lead manager
-
Is there too much pain baked into Brazilian equities?
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks
-
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%
-
Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
-
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’
-
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
-
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
-
Weekly outlook: ONS to reveal UK inflation data and Ocado reports
Key events for UK wealth managers for the week starting 17 July
-
Artemis’s Dodd and Kumar: Why we expect strong returns from UK stocks
Co-managers of the £101m Artemis Alpha Trust explain their positive outlook on UK opportunities
