Investors displaying significant overconfidence – natixis
Investors could be setting themselves up for a significant amount of disappointment, a new survey by Natixis reveals.
Inflation
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build inflation protection into your portfolio
This is the second of a pair of articles considering how advisers might go about designing an inflation protected portfolio
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Dont dismiss inflation threat just yet
Jason Broomer, head of investment at Square Mile Investment Consulting & Research, examines the ways in which investors can safeguard against periods of inflation.
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Feb noflation underlines UK rates tightrope
UK inflation fell to zero in February, the ONS reported on Tuesday, the lowest level on record.
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Stick a pin in UK deflation worries
Worries over UK deflation are misplaced, says Cazenove Capital Management CIO Richard Jeffrey, the forward outlook is promising.
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Delaying a UK rate hike inflationary shock
The possibility of a delayed rate hike in the UK combined with a more active ECB could create an inflationary shock, says Kames head of fixed income David Roberts.
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Time to reach for the bazooka yet
This coming Thursday the European Central Bank will provide its latest monetary update and it is not likely to be pretty.
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Just how fragile is the UK recovery
News that the Bank of England’s monetary policy committee was split seven to two on whether or not to raise interest rates at its latest meeting is unsurprising, but how much should be read into it?
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Weaker than expected inflation buys Carney time
According to analysts, the 1.6% headline inflation number means a rate hike this year is becoming less likely.
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MPC minutes reveal tipping point approaching
The minutes of the Bank of Englands latest monetary policy committee meeting show a continuation of the build-up toward a tipping point
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UK macro puzzle likely to leave investors stumped
The release of inflation and wage growth figures over the past couple of days and the mixed reaction to them have added to an increasingly complex macro picture in the United Kingdom and made it more difficult for investors to make accurate calls on future numbers and policy decisions.
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Inflation spike cranks up pressure on Carney
A surprisingly large rise in inflation has increased pressure on Mark Carney and the Bank of Englands monetary policy committee as they continue to walk a rate rise tightrope.
