Ten reasons to reconsider investing in Japan
Post-pandemic it is possible to make a good argument that bearishness is overdone
Macro Views
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Case for Fed pause ‘strengthening’ as inflation slows to 5% in March
Though commentators warn its too early to declare victory with another 25bps rate rise likely
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Yearsley: Good news for the economy is bad news for markets
The director of Fairview Investing highlights the paradox behind the changes in sentiment
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Weekly outlook: UK inflation numbers drop and Netflix reports
Key events for UK wealth managers for the week starting 16 January
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UK CPI falls to 10.7% as industry mulls future trajectory
Falling motor fuel prices took the largest bite out of the November inflation figures
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Fears ‘blunt instrument’ windfall tax could undermine UK net zero goals
Chancellor Jeremy Hunt increased the energy profits levy while scrapping the vehicle excise duty exemption for electric vehicles
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Markets steady as Hunt pledges to ‘face into the storm’
But ‘no winners’ for investors after cuts to capital gains and dividend tax thresholds
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‘On fire’ UK inflation reaches 41-year high
As industry commentators look ahead to the Autumn Statement
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Weekly outlook: UK updates on inflation and unemployment; Christine Lagarde reveals rate decision
The key events for UK wealth managers for the week starting 13 July
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Weekly outlook: Global PMI data and an update on US employment
The key events for UK wealth managers for the week starting 29 June
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Karen Ward: How bad will the Covid-19 recession be?
JPMAM chief market strategist thinks severity of the downturn depends on three factors
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Who funds the world? JPMAM’s top women on global markets
Covid-19 dominates short-term outlook but now is not a time to dial down risk