‘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
Macroeconomics
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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
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UK annual wage growth falls below estimates to 6.6%
60 basis points below the ONS’s growth figures released last month
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon