Last week’s MPC communications and recent data suggest a cut in Bank rate at the next meeting on 19 December.
UK rate cut delayed by election
The Spirit of WOW
Capturing the spirit of WOW requires going beyond thoughtful gestures to meet the unstated needs of clients.
Javier Gutiérrez
Health Care Reform that Could Lower Costs
Amid a raft of costly proposals to overhaul U.S. health care, companies are hustling to find efficiencies and improve patient outcomes.
Master Investor podcast with Job Curtis
Job Curtis, Fund Manager of The City of London Investment Trust, discusses his investment style and his thoughts on the UK equity market in today’s politically uncertain climate.
Amazon rainforest: victim of the US/China trade war?
Agricultural strategy analyst Andy Holden takes a look at the beleaguered Amazon rainforest, considering some of the factors driving the relentless expansion of Brazil’s agricultural sector
Benefits of bond carry
Is there a strategy that offers the potential to generate a differentiated return stream within bond markets? Mathew Kaleel, Portfolio Manager, discusses the potential benefit of using bond carry and illustrates how the addition of this strategy can impact the total return of a portfolio.
Alternatives investing: over-reliant on equity exposure?
Do hedge funds still provide the alpha and diversification benefits that investors seek? Michael Ho, Global Head of Multi-Asset and Alternatives, discusses outflows in the hedge fund industry and why low equity beta strategies might prove beneficial
Global near-term prospects still weak
Optimists cite October manufacturing PMI results as evidence that global economic momentum is rebounding. Such hopes appear premature.
Generating returns in a low rate environment
In this round-table discussion, Nick Maroutsos, Dan Siluk and Jason England, portfolio managers on the Absolute Return Income strategy, talk candidly about matters affecting markets and how these are influencing their investment decisions.