ANALYSIS: Inflation is here to stay – invest wisely
With rising prices for fuel, restaurants and hotel rooms pushing up UK inflation, is it any great surprise we’re all staying at home watching Netflix?
Inflation
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Why inflation is more of a concern than deflation
Joe Tennant, product specialist for the Schroders Multi-Manager team, explains the role inflation plays in an economy and the state of play today.
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Allianz GI’s Dwane issues warning on danger of ‘unchartered territory’
Growth and inflation are going to remain subdued, so central banks will keep rates very low, which has serious implications, according to Neil Dwane, global strategist at Allianz Global Investors.
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Miton’s Jane backs US and emerging equities if inflation picks up
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton Group’s multi-asset range, said he would have to restructure roughly half of his portfolio.
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ANALYSIS: Muddled inflation outlook fuels monster worries
Despite a mixed picture for inflation globally, investors remain content to err on the side of the central banks, but something has to give soon.
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Bank of England warns about Brexit stagflation risks
A vote to leave the European Union would most likely result in a material slowing of growth and a notable rise in inflation, the Bank of England said on Thursday.
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Is it time for ‘helicopter money’ in the eurozone?
With the European Central Bank confirming it is holding interest rates at rock bottom levels, Miton’s Anthony Rayner has posed the question as to whether it is time to turn to a different weapon in the fight to generate some momentum in the eurozone economy.
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ANALYSIS: Will Draghi ever be able to do enough?
The ECB’s latest salvo in the fight against the prospect of deflation was initially met positively by markets. But, a lack of a clear message that the Bank will cut rates further from here sent markets falling again almost as quickly.
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Japan’s move to negative rates sees FTSE edge over 6000
The FTSE 100 edged back over 6000 on a wave of positive sentiment triggered by the surprise announcement that Japan has moved to negative interest rates.
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All eyes turn to Fed’s next steps and China’s response
Markets have welcomed confirmation of the widely expected first interest rate rise since the financial crisis, but all eyes have quickly turned to focus on what comes next.
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Carney holds fire on rates as confidence dips
The Bank of England confirmed today rates will be held steady at 0.5% as widely expected just as data emerged showing a small dip in UK consumer confidence.
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Deflation still unlikely, say fund managers
Fund managers have responded with equanimity to the UK CPI inflation figures released today, saying the underlying data does not suggest a deflationary scenario.