Blackrock flags dominant investment themes shaping markets
Mid-year outlook tips inflation, China and the net zero challenge as dominant themes
Inflation
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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
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Weekly outlook: Hargreaves Lansdown, Abrdn and M&G reveal half-year progress; Chinese and US inflation
The key events for UK wealth manager for the week starting 9 August
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Investors sit tight despite high inflation figures
Inflation surge would usually send investors to gold
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Risky assets need a rebalance as recovery accelerates
‘Market has become less straightforward in its preferences’ with halt in rising bond yields and rotation from value to growth stocks
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Creeping ‘unease’ as UK inflation posts biggest hike in three years
2.5% inflation jump is ‘yet another warning to the Bank of England that policy is now too loose’
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Vanguard Lifestrategy static bond allocation could prove ‘painful’ amid rising inflationary pressures
Four out of five funds have set exposure to long-dated government bonds
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Ben Goss on risk: Keeping it real to manage inflation
How to help clients think about the potential impact of inflation and factor it into decisions about risk
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‘We are closely watching the signals’: How fund managers are responding to rising inflation
Seven stock pickers reveal how they are handling increasing prices in portfolios
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Dewi John: On the rebound – investors hedge against inflation
Whether prudent hedging against a temporary uptick or bulwarking against the awakening inflationary beast is too early to tell
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Bank of England grapples with Schrödinger’s cat-style inflation
Central bank insists inflationary pressures are ‘transitory’ but investors should prep portfolios should that conviction fade
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‘Fear gauge’ ramps up as investors brace for inflation spike and taper tantrum
EPFR data reveals cumulative flows into Vix strategies hit $17bn last month