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?
Inflation
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Tilney’s Hollands: UK troubles are temporary
Tilney’s Jason Hollands has argued that the UK’s struggling economy is likely to be a short-lived beast.
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Could rising technology spark low inflation?
Rathbones has ranked technology as the second most-likely cause of low inflation in the UK over the next 20 years, just behind Bank of England monetary policy as the first.
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Should 3% inflation change your portfolio position?
Now may be the time to go defensive investors have argued after data revealed UK inflation held steady at 3% in October.
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LGIM launches fund to beat rising inflation
Legal & General Investment Management (LGIM) has launched a Real Capital Builder (RCB) fund in a bid to beat the inflation rise.
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Inflation surges but deflationary fears are real
UK Inflation hit 2.9% in August, far surpassing the Bank of England’s 2% target, but minus inflationary pressures, investors fear an oncoming deflationary nightmare.
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Pressure is off BoE as wages stagnate and employment rise
Pressure on the Bank of England to raise interest rates was handed another blow on Wednesday unemployment fell and UK earnings growth, while beating expectations, failed to outpace inflation.
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Inflation-linked bonds attractive despite uncertain outlook
Despite a murkier outlook for global inflation, there could be “positive surprises” ahead which make inflation-linked bonds an attractive diversifier, Fidelity International says.
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PA ANALYSIS: The BoE’s inflation conundrum
Hot on the heels of the US, the UK has reported weaker than expected inflation data and like its opposite number on the other side of the pond, the Bank of England is now faced with a quandary over rate rises.
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PA ANALYSIS: Bank of England frozen after decade of rate inactivity
A heck of a lot can happen in 10 years, but not it seems when it comes to the Bank of England’s base rate.
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PA ANALYSIS: Prepare for the ‘new normal’ of rising UK inflation
Any hopes the Bank of England could soon hike interest rates have been dashed after news of the UK’s soaring inflation emerged on Tuesday, so should we settle in for the ‘new normal’ of an inflationary world?
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Five talking points on ECB policy
The ECB has kept interest rates on hold, but revised its economic forecasts. So, what have investors learned about Mario Draghi’s intentions?
