Multi-Manager – will interest rates ever slow economies down?
The rugby last weekend was arguably more exciting than markets this week, with most days very quiet for news flow, and the major highlight being the US Core PCE numbers, which is the Federal Reserve’s preferred measure of inflation.
Mag 7 – #Supersize Me
Over consumption of the ‘Magnificent 7’ companies is distorting stock valuations and driving extreme concentration in index returns. Does this pose risks?
Low inflation to create unusual dilemma for the Bank of England
In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?
Multi-Manager People’s Perspectives
Markets initially struggled for positive momentum this week as rate cut expectations, particularly in the US, continued to be tempered by hints of sticky inflation.
UK recession: what next?
Why an upturn looks likely and what that could mean for markets.
Multi-Manager People’s Perspectives
It has been a busy fortnight with markets getting to grips with US inflation failing to ease as fast as expected, with consequences for rates, and in turn, equity and bond markets.
How far will interest rates fall?
Discussing the extent of cuts and the implications for markets?
Enter the Dragon
China’s post-COVID-19 economic recovery disappointed. We take a closer look at some of the key concerns hanging over China’s economy and markets.
When will the rate cuts commence?
Interest rate cuts are on the cards in the US and Europe but their timing could be contentious ahead of national elections and a backdrop of global conflicts.
On the road – fixed income in Edinburgh
A trip to Edinburgh and meetings with a host of fund managers gave us plenty to think about within our fixed income allocations.
