Principal AM’s Seema Shah: Money market surge poised to fuel risk asset rally
A record $5.7trn has been amassed
macro
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Autumn Statement 2023: Chancellor reveals 110-point plan to ‘back British business’
£20bn in fresh business investment a year targeted
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UK equities: Dinosaurs or desirable?
Darius McDermott and Martin Walker discuss whether investors are right to be spurning their domestic market as they leave the UK All Companies sector in droves
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Bank of England holds rates at 5.25% with MPC divided
Committee voted by a majority of 6-3 for the hold
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‘Volatility will likely pick up again’: Fed holds fire again as Powell strikes more dovish tone
Chair Jerome Powell’s commentary was where interest lay
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Columbia Threadneedle: Volatility ahead as consumer resilience finally runs out
Investment manager Anthony Willis’ investment outlook
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Q&A with Temple Bar’s Ian Lance: Why it’s time for value to shine
We ran some questions past Ian Lance, co-fund manager of Temple Bar Investment Trust
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UK economy ekes out growth in August but not enough to prompt more rate rises
A modest 0.2% rise in GDP was reported
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Saxo CEO hits out at monetary policy ‘wrecking ball’
He has been reflecting on a ‘highly damaging era’
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Federal Reserve ‘more hawkish than expected’ as it pauses hikes
Jerome Powell indicated another hike this year is on the cards
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Unexpected fall in inflation opens door to Bank of England rate hold
CPI at 6.7% on an annualised basis versus forecast of 7.1%
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Premier Miton’s Rayner: Oil price rise complicating inflation battle
The Fed’s job of squeezing inflation down to 2% recently became harder