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 have been getting a rather sharp reminder of just how much interest rate risk is present within government bonds.
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.
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.
Quantitative easing and its sister, zero interest rates are having a deflationary impact on the global economy says Fundsmith CEO, Terry Smith.
US equities are expected to be hit by news that a significant split has emerged within the Federal Reserve on raising interest rates.
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.
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.
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
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.
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
Investec said today its central case is for a first UK interest rate rise since the credit crisis to be implemented in November.
