How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
Central Banks
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
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Premier Miton’s Rayner: Markets becoming ‘increasingly centrally planned’ over decades
‘Governments, and their agents such as central banks, are very much involved in controlling economies and financial markets’
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Is UK inflation is ‘finally coming to heel’? CPI data falls to 3.4% for February
Figures published one day before the Bank of England’s Monetary Policy Committee meeting
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Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
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UK investors pull £24.3bn from IA funds in 2023
UK equity strategies suffered £14bn net outflows over the year
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Shock regulatory merger met with cautious optimism
It can be ‘difficult to distinguish between a bank and an insurance company’
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What can central banks do next?
It could be said that 2017 marked the beginning of the end of easy money as central banks started to move towards a tighter policy towards quantitative easing and interest rates. So, what is to come next?
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Allianz favours short duration bonds as market volatility grows
Interest rate volatility has spiked and investors are urged to stay away from bonds with long maturities, especially in developed markets, according to Allianz Global Investors’ chief investment officer, Malie Conway.
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ANALYSIS: Is the ECB scared to turn off the QE tap?
European Central Bank president Mario Draghi delivered a relatively short address after the October governing council meeting on Thursday which was light on substance, but there was something in his remarks that may worry investors.
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OPINION: Leverage fears undermine ‘myth-making’ central banks
With central banks loosening their belts so much comes the risk of policy makers getting caught with their trousers down.