The investment holy grail
Richard Stammers, European Wealth investment strategist discusses the need for investors to readjust their yield expectations and the need for downside protection.
Interest Rates
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MPC minutes reveal tipping point approaching
The minutes of the Bank of Englands latest monetary policy committee meeting show a continuation of the build-up toward a tipping point
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UK macro puzzle likely to leave investors stumped
The release of inflation and wage growth figures over the past couple of days and the mixed reaction to them have added to an increasingly complex macro picture in the United Kingdom and made it more difficult for investors to make accurate calls on future numbers and policy decisions.
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Inflation spike cranks up pressure on Carney
A surprisingly large rise in inflation has increased pressure on Mark Carney and the Bank of Englands monetary policy committee as they continue to walk a rate rise tightrope.
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ECB keeps QE on the table
The European Central Bank president Mario Draghi declined to dampen down expectations of a move to full quantitative easing at the ECB's news conference today.
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Central banks likely to stay the top story
As we enter the second half of 2014 one of the most important themes is the divergence of central bank strategy around the world and how this will hit different asset classes.
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One year on can he or Carney
On 1 July Mark Carney will celebrate his first year as Governor of the Bank of England, but has he done enough to justify his billing as the worlds greatest central banker?
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pa congress analysis arguing for domestic bliss
The UK market has been feeling its way in the dark when it comes to interest rate rises, but market demand is likely to continue.
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Carney continues to use Maradona effect
Mark Carney has moved to dampen down the mounting expectation of an imminent interest rate rise by making dovish comments during an appearance before the Treasury Select Committee.
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UK rates less for longer
Financial markets are complicated, so investors like simple stories that make the complexity easier to understand.
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Inflation fears and the desert island data
UK inflation is down to its lowest level in more than four years, making a mockery of the Bank of Englands 2% target, but should investors be worried?
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Carney speech could threaten FTSE 100 earnings
Mark Carney’s comments on interest rates at Mansion House last night are the clearest sign yet that a rise is not far off and could lead to earnings downgrades for some FTSE 100 companies.