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Berry AM is swapping its index-linked holdings for short-dated government bonds.
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Official data from the ONS show that UK GDP grew by just 0.2% in the first quarter of the year.
Ian Kernohan is not overly concerned by weak US and UK economic figures.
Public sector finance figures have failed to meet expectations, but a familiar excuse is at hand.
Rating agency Moodys has placed 14 UK financial institutions on review for possible downgrades.
If fund launches are a guide, investors are asking for a largely passive approach to UK exposure.
Neil Williams asks whether developed countries’ economies are truly starting to recover.
RLAM’s Ian Kernohan says labour market trends suggest it is not all doom and gloom for the UK.
A better than expected performance from the Germany economy has helped push forward eurozone GDP.
Fund managers are taking advantage of undervalued earnings multiples in the UK consumer sectors.
The Bank of England’s quarterly inflation report predicts that UK CPI will hit 5%.
M&G’s Jim Leaviss has said it would be “exactly the right idea” for Ireland to default.
