Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
interest rates
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‘A tentative start’: Bank of England cuts interest rates to 5%
MPC voted 5-4 in favour of a 25bps cut
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Cash Isa inflows surge in June
AJ Bell voices concerns that savers might be hoarding too much cash
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How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
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Morningstar: 70% of clients choose savings over investments
Markets at all time-highs also putting off savers
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US CPI sparks rate cut discussion after downside surprise
Industry commentators weigh in on possibility of rate cut
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Premier Miton’s Rayner: Will this year be a game of two halves?
Rayner considers whether a correction is due
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M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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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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74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth