Multi-Manager People’s Perspectives
This week has seen markets a little more subdued after the strong rally across equities and bonds last week.
Bank of England ‘flying blind’ as it faces Bank Rate dilemma
While rates in the US and Europe look to be on hold, a lack of data is making things difficult for the Bank of England, says Steven Bell, Chief Economist. Will it deliver an unnecessarily bumpy landing?
Multi-Manager People’s Perspectives
It’s been a very busy week in financial markets with three of the major central banks meeting, along with plenty of economic data, as a new month begins and we can say ‘good riddance’ to October.
Interest rates: peaking or heading for a high plateau?
As the services boom decelerates but manufacturing picks up, what does this mean for unemployment and interest rates?
Are we heading for a bear market in equities?
The S&P 500 index is officially in correction territory, but Steven Bell, Chief Economist EMEA, outlines the reasons why he remains confident that equities are not heading into bear market territory.
Multi-Manager People’s Perspectives
Bond markets have been battered once again as investors try and find a price level that balances the prospects for rates staying higher for longer.
Will wage inflation prevent UK interest rate cuts?
Are wages still rising too fast in the UK? Steven Bell, Chief Economist EMEA, explains why data should improve over the next six months and what this could mean for interest rates.
Multi-Manager People’s Perspectives
The past fortnight has seen news headlines dominated by geopolitical concerns following the attack on Israel by Hamas and subsequent retaliation by Israel.
Plugging the metals gap – seeking sustainable leaders for the energy transition
We explain why select miners are critical as we transition to a low carbon economy.
Fund Watch Q3 2023
We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
