CIO Philipp Bärtschi: Why we are overweight alternatives and gold
Philipp Bärtschi discusses where he is seeking opportunities across asset classes
Inflation
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US inflation eases further than expected to 3%
Industry commentators still expect a final 25 bps increase at the next FOMC meeting
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Bank of England: UK banks well protected from interest rate hikes
The BoE’s Financial Stability Report warns that market-based finance sector remains ‘vulnerable’
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Chancellor Hunt addresses inflation, regulatory shifts and reform in Mansion House speech
High levels of inflation are ‘not insurmountable’ amid ‘resilient’ UK economy
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The implications of rising gilt yields
Sterling-based gilts are becoming increasingly popular despite inflationary headwinds
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How ‘sticky’ will inflation really be?
The UK economy is entering a critical period
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Edentree’s Chris Hiorns Q&A: The demand outlook isn’t as bad as markets are pricing in
‘This is the first time since the credit crisis that we really are back into the territory of a more conventional business and investment cycle’
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Find your calling and be prepared
Brooks Macdonald’s Todd Cijunelis on knowing your clients, encouraging younger people to use wealth managers and protecting against inflation
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Four views: All that glitters
With inflation expected to moderate in the coming months, what does that mean for gold and other precious metals?
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‘Spooked’ Bank of England ups the ante in inflation battle with 0.5% rise
Higher than expected inflation figures forced Bailey’s hand
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Core inflation rise shakes UK equities and sends rates forecasts higher
Headline rate at 8.7% for a second month
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Federal Reserve’s ‘hawkish pause’ leaves investors in a quandary
The most notable aspect was the accompanying commentary
