US CPI sparks rate cut discussion after downside surprise
Industry commentators weigh in on possibility of rate cut
Inflation
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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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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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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Election provides opportunity to address ‘unresolved tension’ between energy security and net zero
Sustainable investors want a government strategy that responds to US Inflation Reduction Act
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Prime minister Rishi Sunak places ‘economic stability’ at the forefront of election pitch
Conservative leader has called a snap general election for 4 July
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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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Head to head: Lost property
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
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Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios
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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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ARC: Inflation has set private client portfolios back to 2016 levels
Real wealth has fallen by 15% from 2021 peak