Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
Inflation
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Sector in review: IA UK All Companies
Adam Lewis looks at whether it’s time for retail investors to re-assess their views on the IA UK All Companies sector
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IG Group: Geopolitics top concern for UK investors
Recession and inflation are still concerns, but less so than six months ago
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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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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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Downing’s Evan-Cook: Investors shouldn’t ditch multi-asset funds despite cash rally
Simon Evan-Cook weighs in on cash versus multi-asset performance
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Spring Budget 2024: National Insurance cut by 2% – but could be a ‘sneaky tax grab’
‘Double-whammy’ of cuts will lower the main NI rate from 12% to 8%, but could ultimately see UK workers unknowingly pay more
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Morningstar: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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UK slips into recession as economy contracts 0.1% in December
GDP fell 0.3% in Q4 as a whole, marking second quarter of negative growth
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Will inflation fall enough for ‘year of the bond’?
Are there longer-term risks to the seemingly benign inflation picture?