Will UK mortgage rates fall as inflation follows the US’s lead lower?
Steven Bell, Chief Economist EMEA suggests that better news is on the way and believes we may have seen a peak in mortgage costs.
Limitations of cash as king
For investors looking for certainty of returns, cash may be a good option, but how does it compare to other investments when adjusted for inflation?
Asset allocation: when will enacted policy tightening begin to bite?
Key developed market central banks remain focused on bringing inflation levels sustainably back towards targets.
Multi-Manager People’s Perspectives
It has been a week in which financial markets have been driven by the economic data with better-than-expected US inflation data helping the market mood.
Are interest rates close to their peak?
Steven Bell, Chief Economist EMEA asks how long until we see borrowing costs ease in the UK?
Multi-Manager People’s Perspectives
The week started slowly but the market mood has swung towards the narrative of interest rates moving higher, and staying there for longer.
Where to next for the global economy?
Assessing the impact of higher interest rates and looking for pockets of value across financial markets.
Recession and Inflation in the UK & US
Steven Bell, Chief Economist EMEA, on the outlook for risk assets should the US enter recession
Higher interest rates challenge investors
With the peak of interest rates still in contention, investment trust discounts remain wide. Some surprise areas of the equity market are bucking the weaker sentiment, however.
Multi-Manager People’s Perspectives
It has been a hectic week for our team as Monday marked the final stage of our transition to Columbia Threadneedle Investments with our move to the offices in Cannon Street in the City of London.
