Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
Macroeconomics
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UK inflation falls less than expected at 3.2%
Divergent economic signals ‘pose a dilemma’ for Bank of England policymakers
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Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
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Is UK inflation ‘finally coming to heel’? CPI data falls to 3.4% for February
Figures published one day before the Bank of England’s Monetary Policy Committee meeting
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Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
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‘No longer in need of life support’: Industry reacts to Japan’s first rate hike in 17 years
Move seen as ‘extremely significant’ for global markets
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What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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Spring Budget 2024: Inflation to fall faster than expected but debt-to-GDP disappoints
Net debt for the 2024-25 financial year will stand at 91.7% of GDP – ten basis points higher than expected
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Newton’s Cumming backs FTSE 100 to rebound in 2024
£1.5bn BNY Mellon UK Income manager reflects on the first anniversary of the index passing 8,000
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UK employment growth slows in 2023 but wages outpace inflation
Mixed data ‘muddies the waters’ for the Bank of England
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Zennor AM founder and CIO: Eight reasons why it’s not too late to invest in Japan
UK investors have shunned Japan for many years – but the latest IA figures show it was the third best-selling sector
