Janus Henderson: Monetary policy divergence offers opportunities in European credit and EMD
Markets scaled back expectations of rate cuts in the US for 2024 from six cuts to two
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Markets scaled back expectations of rate cuts in the US for 2024 from six cuts to two
The UK’s debt burden is high and it is not master of its own destiny
Louis Hutchings, multi-asset investment analyst at Nedgroup, on the enduring appeal
US equities experience £1.5bn in inflows for first three months of 2024
MPS managers have paused adding to their fixed income allocation over fears sticky inflation could delay rate cuts
Are the factors pushing up the price of gold here to stay over the medium term?
Eight of the nine MPC members voted to pause, while one favoured a 25bps cut
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver
Are there longer-term risks to the seemingly benign inflation picture?
And which assets will be most affected?
Emerging market debt has been attracting robust inflows but as monetary policy tightens and volatility rises can the asset class retain its appeal?
Stephenson Harwood appoints a new partner in Hong Kong, Julius Baer sees a senior exit in the Middle East and raids Barclays Wealth for UK expansion, Intertrust appoints Netherlands head and Brewin Dolphin appoints Axa’s Kellard as a non-exec director.