Weekly Outlook: Barclays and Unilever to release Q3 results
Key events for UK wealth managers for the week starting 23 October
Inflation
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LSEG Lipper’s John: Have interest rates finally peaked?
With inflation proving stickier than expected, Lipper’s research head considers the likely path ahead for monetary policy
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‘Narrative-ruining’ inflation print stays at 6.7% in September
UK CPI is ‘trapped between the push and pull of prices at the pump and those on supermarket shelves’, warn experts
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Generation next: Elston’s Qiao on bouncing bonds and ‘true active’ investing
Elston Consulting fund selector Jackie Qiao discusses how she sees active funds evolving over the next decade
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UK wage growth rises above inflation for first time since October 2021
7.8% increase between June and August
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Weekly outlook: UK consumer confidence data and Netflix reports
Key events for UK wealth managers for the week starting 16 October
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UK economy ekes out growth in August but not enough to prompt more rate rises
A modest 0.2% rise in GDP was reported
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Rising bond yields: A one-off adjustment, or a warning light for investors?
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
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J Stern’s Rossbach: Why growth investors shouldn’t fear higher interest rates
The manager of the top-quartile World Stars Global Equity strategy discusses the current ‘goldilocks environment’ for quality growth stocks
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Parmenion’s Dalgliesh: The nuances of money market funds
Portfolios are now ‘a world away’ from only being short-duration bond funds
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Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks