Multi-Asset Portfolio Manager Oliver Blackbourn responds as the Bank of England defies expectations and maintains interest rates at a record low of 0.1%.
The Bank of England’s new ‘unreliable boyfriend’?
Global Sustainable Equity: news and opportunities (November 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Global Perspectives Podcast: Where are the opportunities in undervalued UK equities?
Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.
US Fed signals an end to pandemic-era stimulus
Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the latest update from the US Federal Reserve, as it begins to pull back on the massive stimulus measures that have sustained markets and the economy during the pandemic.
Edison research – Lowland Investment Company – November 2021
Take a look at the November 2021 edition of the Edison research report for Lowland Investment Company.
Fed Stays Focused on Tapering – For Now
Federal Reserve Chair Jerome Powell stressed that the November FOMC meeting was more about QE than interest rates.
View from the desk: Australia’s bond yield eruption
Amid the wild swings in the bond market and the RBA’s new stance, Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, provides his perspective on the threats and opportunities.
A balancing act for both monetary policy and bond investors
Portfolio Managers Jason England and Dan Siluk explain that inflation expectations and their influence on monetary policy will go a long way in dictating the way forward for global bond markets.
Walking a Mile in Her Shoes: On Relating to the Challenges of Female Clients – EMEA
Despite her background in finance, the author explains why she can relate to many of the challenges female investors face.
A Balancing Act for Monetary Policy – and Bond Investors
Global bond markets face a period of transition, driven by inflation concerns and shifting monetary policy.