Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
Interest Rates
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‘An unprecedented surge in demand’ ahead for bonds as investors ditch cash
Most institutional investors expect up to $2.5trn of capital from money market funds to re-enter bond markets
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Mirabaud: Jumbo rate cuts call for neutral duration
Andrew Lake examines the speed and tragectory of the cutting cycle set in motion by the Fed last week and what it means for fixed income
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Building foundations: Rethinking financial risk in the European real estate sector
The sector’s debt is unsustainable, yet it is being labelled as low credit risk, writes Neuberger Berman’s Usson
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Track to the Future – with Federated Hermes’ Clive Selman
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Interest rates stay at 5% as ‘dark clouds gather once again’ over the UK
The Bank of England held interest rates after an uptick in inflation in August
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UK inflation stays at 2.2% in August – but a rate cut still seems unlikely
Headline inflation may seem rosier, but August dealt ‘another headache’ for the BoE as inflationary pressures mount
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Interest rates: Tough decisions ahead for central banks
Will the Federal Reserve and Bank of England agree to more interest rate cuts when they meet again this week?
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ECB cuts interest rates 25bps to 3.5%
Industry commentators anticipate one more cut by the ECB this year
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Baron Capital: Investors should be optimistic about US small and mid-caps
History shows us that small and mid-caps often outperform when the Fed lowers rates, says Claudia Pagazani
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US jobs data gives Fed ‘reasons to cut, not to panic’
Commentators react as the S&P falls following the release of non-farm payrolls
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Weekly Outlook: ECB decision and WH Smith trading update
Key events for wealth managers in the week beginning 9 September