Artemis CIO: The silver lining after the golden age of easy money
Artemis CIO Paras Arnand explains why the economy still seems healthy, despite recent market turmoil
Artemis CIO Paras Arnand explains why the economy still seems healthy, despite recent market turmoil
Andrew Bailey and colleagues raise by 25bps after inflation tops forecasts
But sterling rebound may not mean confidence in the government is on the rise
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
Central bank dashes hopes that US rate rises will peak sooner and lower than predicted
Central bank insists inflationary pressures are ‘transitory’ but investors should prep portfolios should that conviction fade
Government bond purchases to hit £895bn but bank avoids taking rates into negative territory
Fund managers add to gold and linkers on expectation of central bank impotence
‘When you look at the different indices, it is very clear this is panic’
The Bank of England Monetary Policy Committee (MPC) has voted unanimously to raise rates to 0.75% at its August meeting.
Boutique asset manager Kestrel Investment Partners is increasing exposure to Europe’s financial, telecom and pharmaceutical sectors on the back of the European Central Bank’s quantitative easing (QE) decision.