ARC: Wealth managers unfazed by election-packed year
Average year-to-date performance up to 4.7%
Federal Reserve
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Janus Henderson’s Lloyd: You haven’t missed the market rally yet
Investors who played it safe should not be so quick to think they’ve missed the boat
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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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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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Nedgroup’s Louis Hutchings: US small caps simply cannot be ignored
Louis Hutchings, portfolio manager at Nedgroup, on the enduring appeal
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IA: UK investors dip into market in March after two months of outflows
US equities experience £1.5bn in inflows for first three months of 2024
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Quilter WealthSelect managers highlight ‘no landing’ scenario concerns
MPS managers have paused adding to their fixed income allocation over fears sticky inflation could delay rate cuts
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Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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Bank of England holds interest rates steady at 5.25%
Eight of the nine MPC members voted to pause, while one favoured a 25bps cut
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Head to head: On the bond wagon
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver
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Will inflation fall enough for ‘year of the bond’?
Are there longer-term risks to the seemingly benign inflation picture?
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What is driving the reflationary spike?
And which assets will be most affected?