Investors can beat the heat by taking on hybrids – Fidelity
The global economy is teetering between recovery and overheating, says Fidelity’s Eugene Philalithis, and investors should prepare for rising inflation by taking on hybrid assets.
Inflation
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Eurozone deflation worries easing despite Greece
Despite the ongoing Greece sage, deflation worries in the eurozone are increasingly looking like a thing of the past according to Moody’s Analytics.
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BoE unity could be tested by wage rises
The Bank of England’s monetary policy committee is still united in holding the base rate at 0.5%, according to minutes from the last meeting released today.
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UK creeps out of deflation
The United Kingdom has crept quietly out of deflation with a 0.1% rise in prices being recorded in May, the Office for National Statistics said.
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PA ANALYSIS: Is a UK rate hike coming quicker than you think?
The prevailing consensus has settled around the expectation that the first UK interest rate hike is a considerable way off, but there are reasons to think this could quickly change once again.
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Latest growth numbers point to further rate cuts in Brazil, India – Schroders
Slowing growth numbers in both Brazil and India have raised expectations of a more dovish monetary stance in both countries Schroders said on Friday.
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Finsbury investors should be more concerned about oil than inflation – Train
Finsbury Growth and Income Trust manager, Nick Train believes the firm’s strategy will be sensitive to movements in the oil price over the short term.
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Sacrifice carry ahead of taper tantrum – black rock
Fixed income investors in emerging markets should sacrifice positive carry to prepare for an impending taper tantrum, according to BlackRock’s Sergio Trigo Paz.
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TMI eyes gold trade as QE continues
Gold is set to benefit from a continuation of global quantitative easing, says Thomas Miller Investment, prompting the manager to consider branching out into a market that it would traditionally avoid.
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PA Analysis: Chinese QE more curse than blessing?
Expectation is mounting that China is planning its own version of quantitative easing and investors weighing up how to play the world’s most populated country may struggle to assess the situation.
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Bank of england minutes pointing to 2016 raise
The minutes from the last Bank of England monetary policy meeting have revealed there remains little dissent within the committee, with all members united in holding rates steady at 0.5%.
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Fund managers sanguine as uk slips into deflation
UK consumer price inflation fell to -0.1% in April, the first negative reading since records began in 1996.
