Economist Trevor Williams: ‘Only a matter of time’ before central banks start cutting rates
The risk of a UK recession and an ‘outright fall’ in inflation is growing
recession
-
-
UK economy ekes out growth in August but not enough to prompt more rate rises
A modest 0.2% rise in GDP was reported
-
BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
-
GAM’s Howard: Cracking the asset allocation code amid ‘flashing red’ valuations
The CAPE ratio for US stocks is ‘well above’ its long-term average
-
FundCalibre’s McDermott: Why gold could get its shine back in 2024
Conditions could be changing for the gold market
-
‘Economy buckling under strain of rate rises’: UK GDP falls 0.5% in July
The slide was much greater than forecasts of 0.2%
-
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
-
Why high yield is no longer the Wild West of bond markets
One area of the market is still being overlooked
-
Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
-
Branching Out: Polar Capital’s Donnigan on why ordering pizza is more reliable than getting biopsy results
Polar Capital’s Deane Donnigan tells Portfolio Adviser how she moved from clinical pharmacist to fund manager
-
UK GDP falls by less than forecast despite extra bank holiday
The economy contracted by 0.1% in May
-
‘Our focus remains firmly on longer-term winners’
Sponsored by Wellington Management