What do ‘higher for longer’ interest rates mean for UK smaller companies?
Martin Currie’s Richard Bullas and Dan Green explain why UK small and mid caps could ‘come back like a coiled spring’
Interest Rates
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Weekly outlook: Australian and Canadian central banks set to make interest rate decisions
Key events for UK wealth managers for the week starting 4 September
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Ravenscroft’s Tannahill: Why we are getting excited about bond funds
Ravenscroft’s Bob Tannahill discusses the current disconnect in the market
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Soft landing or soft economy – what do rising bond yields signal?
Are bonds a good or bad investment in the current environment?
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Jackson Hole: Jay Powell warns inflation still ‘too high’
Fed chair said the central bank is ‘prepared to raise rates further if appropriate’
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Jackson Hole a ‘pivotal’ moment for central banks with policy set to diverge
Commentators have pondered the significance of the three-day meeting
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Stifel warns income-focused trusts not offering enough yield
Trusts are struggling to keep up with interest rates
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Morningstar’s Coop: How do deal with the unforecastable in portfolios
Morningstar’s Mike Coop discusses ‘disappointingly and puzzling poor’ forecasting in the industry
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When and how will the infrastructure sector recover?
Rising interest rates, widening discounts and fixed income inflows have bruised assets
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Record 7.8% UK wage growth to feed further interest rate rises
Signs the cost-of-living crisis is beginning to ease, though a September rate rise looks ‘bolted on’
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LGIM profits and AUM slide as rate hikes take a toll
The firm reported operating profit of £142m for the first half
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AI: The only case when ‘this time it’s different’ isn’t just an expensive mistake
Morningstar’s Mark Murray discusses picking today’s winners in the world of AI