Interest Rates

  • Don’t be discouraged by us slowdown – Richard Philbin

    Don’t be discouraged by us slowdown – Richard Philbin

    Disappointment over the slowdown in US first quarter GDP growth should not discourage equity investors, says Harwood Capital’s Richard Philbin, but they should tread a little more carefully.

  • PA Analysis: A boost for Britain but a bigger question now looms

    PA Analysis: A boost for Britain but a bigger question now looms

    Markets were buoyed on Friday by the unexpectedly clear triumph of the Conservatives, but while one question hanging over investors and the country has been answered a bigger one now looms.

  • Investors should heed bond shock shot across the bows

    Investors should heed bond shock shot across the bows

    Investors have been getting a rather sharp reminder of just how much interest rate risk is present within government bonds.

  • Pa analysis: em dawn can’t come too soon for likes of aberdeen, ashmore

    Pa analysis: em dawn can’t come too soon for likes of aberdeen, ashmore

    All manner of clichés are dedicated to boosting the confidence of the contrarian, which is understandable given how difficult the role is – especially when you have to report quarterly on fund flows and performance.

  • Consumer cyclicals can bridge earnings gap – JPMAM

    Consumer cyclicals can bridge earnings gap – JPMAM

    UK company earnings continue to lag share price valuations, but investors in consumer discretionary can bridge the discrepancy, says JP Morgan Asset Management’s Guy Anderson.

  • QE, zero rates driving deflation – Terry Smith

    QE, zero rates driving deflation – Terry Smith

    Quantitative easing and its sister, zero interest rates are having a deflationary impact on the global economy says Fundsmith CEO, Terry Smith.

  • Fed split revelation threatens US equities

    Fed split revelation threatens US equities

    US equities are expected to be hit by news that a significant split has emerged within the Federal Reserve on raising interest rates.

  • Fed readying rate hike- Hermes

    Fed readying rate hike- Hermes

    The Federal Reserve is getting ready to raise the interest rate in the United States during the summer, according to Hermes Investment Managements chief economist Neil Williams.

  • UK rate cut not on cards despite Haldane

    UK rate cut not on cards despite Haldane

    Axa Investment Managers has played down the prospect of a Bank of England interest rate cut in the wake of comments from the central banks chief economist Andy Haldane.

  • US retail numbers cool rate rise expectations

    US retail numbers cool rate rise expectations

    United States retail sales numbers released today have served to take some heat out of the mounting expectation of an imminent Federal Reserve interest rate rise

  • Where to look when lowrisk isnt

    Where to look when lowrisk isnt

    According to a survey by the Bank of England, inflation expectations for the next 12 months among the general public fell to the lowest since November 2001.

  • Goldman Sachs launches alternative fund

    Goldman Sachs launches alternative fund

    The fund aims to give clients exposure to streams of income free of market direction, taking account of interest rates, currencies and emerging market debt