The split among the members of the Federal Open Market Committee over the last rate decision revealed by the meeting minutes, and the dovish tone, presents some fresh food for thought for investors.
Call it symptomatic of the summer lull but, with so much debate centred on cost, genuine product innovation seems to have taken something of a back seat.
Despite a mixed picture for inflation globally investors remain content to err on the side of the central banks, but something has to give.
In August 2015, emerging market equities were in the midst of the most serious market correction since 2008. A year on, investors are more bullish than ever about the asset class. Is this radical change of mood justified?
The first half of 2016 was the first time investment has been the largest component of gold demand for two consecutive quarters. Should this leave gold bugs feeling vindicated or afraid?
The sale of Cofunds is a rare example of an asset sale that is a win for all concerned.
The half year numbers out from three of the UK’s largest insurance companies over the past few days illustrate the increasing importance of backing the right asset management horse.
Investment trusts have demonstrated impressive post-referendum resilience in recent weeks, with top-level macro swings indicating positive things to come for real assets.
Investors have again started looking at increasing their exposure to commodities this year. However, the asset class has delivered mixed results so far.
The ultra-loose monetary policy pursued by central banks since the financial crisis has implied an unprecedented fall in discount rates, which has led to a massive front-loading of returns: not only for bonds, but also for equities. Does this mean you should take your profit now and sell?
When I was a child my school clothes were often too big for me. My mother would buy them like that on purpose in the knowledge that I would grow into them eventually.
The big macro event of the week for investors in the United Kingdom is the latest iteration of ‘super Thursday’, with the Bank of England making an interest rate decision and releasing its Inflation Report.
