Have interest rates peaked?
Another increase all round; but the Federal Reserve to cut by year-end, while the European Central Bank continues to hike.
Multi-Manager People’s Perspectives
After a quiet start the week has become a little busier, with equities seeing some more movement in both directions having been range bound over recent weeks.
Do I still think UK inflation will still fall to 3% by Christmas?
Looking towards year end, we think there are solid reasons why it should soon begin to ease.
Multi-Manager People’s Perspectives
It has been a quiet week with both equities and bonds trading in a narrow range.
Fund Watch Q1 2023
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How much higher will interest rates rise?
Inflation is proving sticky. Headline numbers have come down but core inflation has been stable. In the case of Europe, it has even picked up.
Multi-Manager People’s Perspectives
A short week thank to the Easter break but there’s been plenty going on with the US and China updating their inflation data.
Diverse propositions emerge amid disorder in corporate bond markets
Amid the disorderly start to 2023, the core questions remain will you get your money back when a bond matures and how well will you be compensated for the risk in the meantime?
Multi-Manager People’s Perspectives
Considering last weekend saw the biggest bank failure since the Global Financial Crisis it has been a surprisingly positive week in equity markets.
Has Spring arrived for the UK and European Economies?
Recent weeks have seen the UK and Europe’s macro environment improve – in large part due to easing fears around high energy prices.
