Charles Younes: Market rotations set to change investor thinking in 2022
Pandemic ‘winners’ like the IA North American Smaller Companies have gotten off to a rough start
Inflation
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Bank of England likely to continue back-to-back hikes on UK inflation surprise
Nevertheless, market pricing suggests rising UK inflation is not here to stay
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Investor confidence plummets as Ukraine crisis heats up
‘The crawl towards reduced dependency on Russian fossil fuels needs a sharp kick up the backside’
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Weekly outlook: UK data dump on unemployment, wages and inflation
Key events for UK wealth managers for the week starting 14 February
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Bank of England hikes rates to 0.5% as cost of living crisis spirals
Central bank implements back-to-back hikes for first time since 2004
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Don’t overlook the market lessons of the 1940s
When the US Fed also pursued an aggressive monetary policy by lowering interest rates and using QE
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Edward Fane: Patience is a virtue in inflationary times
Look through the short term, filter out the noise and remain patient until the overall trajectory becomes clear
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‘A source of volatility’: the outlook for inflation in 2022
From central bank policy to the effect on households, asset managers on how inflation will pan out this year
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Bank of England hikes rates to 0.25% after surprise inflation jump
Fed’s decision to speed up tapering created a ‘conundrum’ for Britain’s central bank
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UK inflation soars above 5% months ahead of BoE’s spring 2022 projection
‘This will not sit well with the policymakers at Threadneedle’
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Ruffer dials up protection as Fed says inflation not transitory
Equity and credit markets as vulnerable as they have been since the market falls of March 2020
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Could rising rates finally see the stars align for specialist financial funds?
Polar Capital Global Financials Trust has doubled in price since pandemic tender offer slashed its total assets
