Four views: Is it business as usual for fixed income?
Portfolio Adviser asks four experts if fixed income is returning to its more traditional role in portfolios as inflation risk falls
US Federal Reserve
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Weekly Outlook: Fed interest rate decision and Next first-half results
Key events for wealth managers in the week beginning 16 September
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Ark Invest’s Cathie Wood: August’s key volatility drivers and which stocks will benefit
‘Disruptive innovation’ stocks will be turbulent but are set to outperform, according to the CIO
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
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Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
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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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All eyes on wage growth for 2024: Investors react to split vote and ‘hawkish tone’ from the Bank of England
Markets are still expecting the Bank to strike a more dovish tone in 2024
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Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in
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Should we still be worried about inflation?
Monetary policy will ‘likely need to be restrictive for quite some time yet’
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Trium’s Hayes: Why investors should fear ‘the Grim Repo’
The Repo account, held at the Fed, is perhaps the greatest harbinger of doom for the global economy
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Will the thriving US economy have an ‘inflationary sting in its tail’?
The pace of US consumer spending may cease to continue over the medium-to-long term
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Central bank divergence: Have the gains been made in Latin America?
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.
