Will inflation remain absent?
During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?
Three themes to consider for multi-asset positioning
Andrew Harman, senior portfolio manager at First State Investments, believes strength in emerging market equities, rising inflation and low high-yield spreads will influence the firm’s multi-asset portfolio positioning in the year ahead.
What does the end of easy money mean for managers?
After a decade of uber-low interest rates and loose monetary policy, consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?