UK will enter recession in Q4 as BoE pulls the trigger on historic 50bps rate rise
Central bank now predicting inflationary peak of 13%
Inflation
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Yoram Lustig: ‘In Israel in the 1980s, we had inflation of 400%’
T Rowe Price head of multi-asset solutions believes inflation will soon peak and the correlation between bonds and equities will drop
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Stagflation fears at highest levels since the global financial crisis
But concerns of a global slowdown appear excessive, says Liontrust’s Husselbee as he eyes up a portfolio rebalance
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50bps rate rise looms as UK inflation hits 40-year high
UK CPI now sits at 9.4%, the highest level since 1982
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Andrew Hardy: 10 reasons the outlook is not so bleak as you may think
Although markets remain highly challenging, there is cause to believe they may stabilise before long
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Sell-off leaves investors nowhere to hide as safe havens struggle to deliver
Many traditionally defensive assets have not lived up to their reputations
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Eye-watering US rate rises still to come as peak inflation proves elusive
April US CPI drop was ‘never going to be the start of it freefalling to more palatable levels’
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Bank of England votes 6-3 to deliver further 25bps rate hike
As US Federal Reserve makes good on foreshadowing with more aggressive 75bps hike
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Rush to real assets to fight inflation should be tempered with caution
With some price hikes already built in – newer investors in certain sectors might just have missed the boat
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Shock GDP contraction puts BoE balancing act under pressure
Last week OECD slashed its UK growth forecast for 2023 to zero
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Market turning point still looks some way off
Valuations could fall further if weaker economic data and earnings induce panic-selling
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How investment trusts can help fight inflation
By opening up access to less plain vanilla strategies and illiquid assets