Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
Bank of England
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‘A tentative start’: Bank of England cuts interest rates to 5%
MPC voted 5-4 in favour of a 25bps cut
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IA: UK investment management industry reaches £9.1trn in AUM for 2023
Allocation to UK equities falls 10% in 10 years
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Cash Isa inflows surge in June
AJ Bell voices concerns that savers might be hoarding too much cash
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UK inflation remains steady at 2% in June
Industry commentators discuss likelihood of August interest rate cut
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Dynamic Planner’s Chris Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
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How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry predicts effect of Labour majority on UK equities and gilts
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UK inflation falls to 2% target
The likelihood of interest rate cuts are still ‘off the table’, say commentators
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Reform UK pledges mass tax cuts in manifesto launch
Party says the BoE should cease interest payments to commercial banks on the £700bn bonds it holds as a result of QE
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UK CPI inches towards BOE goal with 2.3% increase to April
April inflation hits 2.3%, down from March’s 3.2% year-on-year increase
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny
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Bank of England holds interest rates at 5.25% ahead of summer rate cut expectations
Two out of nine MPC members voted to cut