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
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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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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
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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
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FundCalibre’s McDermott: Why gold could get its shine back in 2024
Conditions could be changing for the gold market
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‘Economy buckling under strain of rate rises’: UK GDP falls 0.5% in July
The slide was much greater than forecasts of 0.2%
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Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
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Why high yield is no longer the Wild West of bond markets
One area of the market is still being overlooked
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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?
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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
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UK GDP falls by less than forecast despite extra bank holiday
The economy contracted by 0.1% in May
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‘Our focus remains firmly on longer-term winners’
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