Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
Inflation
-
-
IG Group: Geopolitics top concern for UK investors
Recession and inflation are still concerns, but less so than six months ago
-
Four reasons to challenge UK equity market pessimism
Pessimism is rife in the UK, but Man Group’s Henry Dixon and Jack Barrat say it is worth challenging that widely-held mindset
-
Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
-
UK wage growth data falls below expectations in February
ONS warns figures are ‘likely to be revised when more data is received next month’
-
Spring Budget 2024: Inflation to fall faster than expected but debt-to-GDP disappoints
Net debt for the 2024-25 financial year will stand at 91.7% of GDP – ten basis points higher than expected
-
Morningstar’s Preskett: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett
-
Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
-
UK slips into recession as economy contracts 0.1% in December
GDP fell 0.3% in Q4 as a whole, marking second quarter of negative growth
-
UK inflation steadies at 4% in January data
Industry leaders react to UK CPI figures
-
January’s US CPI surprise leaves May rate cut in doubt
3.1% headline figure came in 20bps above consensus expectations
-
Ashmore suffers net outflows of £3.6bn as investors remain underweight emerging markets
More than 60% of the firm’s portfolios beat their benchmarks over 12 months
