Problems mount for UK investors as global outlook darkens
Hopes that a Covid ‘war chest’ of savings will be opened to support the economy appear misplaced
Inflation
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Weekly outlook: All eyes on Disney streaming services after Netflix and Amazon misses
Key events for UK wealth managers for the week starting 9 May
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Pressure on Bank of England ratchets up as inflation hits 30-year high
May rate rise looks more certain but MPC could hit pause over the summer
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Bank of England unlikely to change course despite signs of UK slowdown
GDP falls short of analyst expectations in February, fuelling fears of Q2 contraction
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RSMR: Inflation, diversification and riding out the storm
Companies that can pass on price increases to the consumer could be a good bet for investors
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Weekly outlook: Chancellor to unveil UK spring budget
Key events for UK wealth managers for the week starting 21 March
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‘Fed resurrects Volckerism’: Investors react to first US rate rise since 2018
Central bank now predicting six more increases in 2022
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Uncertain future for UK property funds as LTAF rule change looms
Unclear whether inflationary benefits will tempt investors back into beleaguered sector
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Gresham House: How to pick inflation-proof innovators
‘We have been anticipating market turbulence for some time, awaiting the opportunity to invest in exciting early-stage businesses’
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Mike Coop: Is it too late to inflation-proof portfolios?
Whatever happens to inflation, it is interest rates that really move the needle on how asset prices behave
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Renewable energy infrastructure trusts poised to take off amid rising inflation
Their cashflows make them uniquely responsive
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Debate grows over how long rotation away from growth will last
Some argue that it is just profit taking; while other say, like inflation, it will linger longer than expected
