Dewi John: Living through interesting times
ESG and the risk of rising inflation look set to reprise their roles as major investment themes in the coming year
Inflation
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FE Investments: Why investors should not give up on gilts despite rising inflation
Despite market volatility gilt yields are back to where they were in April 2019
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Mike Riddell: ‘We don’t believe in this new higher inflation regime’
Allianz Strategic Bond manager more worried about stagflation risk as markets underestimate ‘double whammy shock’ from China and the energy crisis
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Pressure mounts on BoE for rate ‘lift off’ as inflation jumps to 10-year high
Next labour market stats will be ‘crucial’ in convincing MPC members to hike immediately or wait until January
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Ruffer sails past FTSE All Share as inflation hedges deliver
Gold, energy companies and inflation-linked bonds push the trust’s shares up 5% in October
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Chancellor writes to BoE governor as inflation on course to hit 4%
Rishi Sunak uses today’s budget to reassure people worried by escalating global inflation, saying government is ‘willing to act’
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DFMs ratchet up inflation protection to counter possible ‘winter of discontent’
Nine out of 10 wealth managers expect to increase inflation protection, a survey from Tabula IM shows
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Hike in inflation will hit small businesses ready to scale-up
Rise in August’s CPI inflation was the biggest jump for 24 years but will BoE now raise rates sooner than expected?
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Katarina Cohrs: Are bond investors too complacent about inflation?
US treasury yields have fallen recently, but investors could be in for a nasty surprise if inflation proves more stubborn than anticipated
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UK inflation slams on the brakes as rate slows to 2%
Drop is encouraging for economic recovery, but UK is not out of the inflationary woods yet
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Blackrock flags dominant investment themes shaping markets
Mid-year outlook tips inflation, China and the net zero challenge as dominant themes
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Fundsmith Smid trust gets first taste of underperformance
Smithson manager Simon Barnard says higher inflation unlikely to pose significant problems for portfolio companies
