Can equity markets navigate bond market weakness?
Banks and commodities have done well but bond proxies and technology have been hit hardest
Inflation
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Fund buyers inflation proof portfolios as CPI creeps higher
But there are also deflationary pressures in the market
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The looming spectre of inflation: Portfolio Adviser February issue
This month: Inflation, AJ Bell’s asset allocation, ASI duo a year on from Woodford and 7IM boss Dean Proctor
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DFMs brace for ‘the most inflationary environment in years’
Investors making plays on gold, short duration and infrastructure as lingering pandemic means pushback against loose fiscal policy is unlikely
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Ruffer portfolio rises over 4% as defensive positioning pays off
Fund managers add to gold and linkers on expectation of central bank impotence
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Weekly outlook: UK housebuilder results, inflation and retail sales provide clues on economy
The key events for UK wealth managers for the week starting 13 January
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Weekly outlook: BoE inflation report, May’s exit and ECB decision
The key events for UK wealth managers for the week starting 3 June
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Weekly outlook: Corbyn looms over utilities and spotlight on inflation
The key events for UK wealth managers for the week starting 20 May
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Jonathan Ruffer preps for inflection with £2.5bn in linkers
Politics set to shake ‘financialisation of stock prices’
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Investors warn of Brexit impact as inflation hits two-year low
Commentators fear an inflation shock if the UK crashes out the EU with no deal
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UK inflation rises with looming risk from food shortages
Beast of the East and heatwave hit UK food supplies
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DFMs face safe haven dilemma on US trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.
