In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility
Inflation: No Rerun of That ’70s Show
Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.
China’s trilemma and the renminbi’s fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
Inflation: no rerun of that ’70s show
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
Monetary relief for bonds?
Global six-month real narrow money growth fell further below industrial output expansion in March but the gap is likely to narrow as CPI and output momentum cool, a development historically associated with a fall in Treasury yields, argues Simon Ward, Economic Adviser.
The European Smaller Companies Trust: Finding tomorrow’s winners
In a comprehensive research report, The European Smaller Companies Trust examine the results of over 3,000 companies across Europe and the UK in order to assess the historic performance, contemporary landscape and long-term outlook for smaller European companies.
UK equities resilient to begin the year
Job Curtis, Portfolio Manager of The City of London Investment Trust, reflects on factors that affected performance during the first quarter and looks at the role oil and mining companies might play in decarbonisation and electrification. Job also provides his outlook for UK dividends in the coming months.
Amid volatility, healthcare’s appeal grows
What are the opportunities in the healthcare sector in today’s uncertain financial markets?
Amid volatility, healthcare’s appeal grows
What are the opportunities in the healthcare sector in today’s uncertain financial markets?
Inflation: no rerun of that ’70s show
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.