UK market review: “Dark days ahead”?
Mounting hopes of lower interest rates, alongside weaker sterling, rising oil prices, and renewed interest in non-technology stocks, propelled the FTSE 100 Index to new highs during January.
Adviser-Hub 7th Feb 2025
The Week: Is the inflation genie back in the bottle?
Inflation data is mixed and unpredictable. Could it still be a threat even as central banks cut rates?
Adviser-Hub 12th Sep 2024
Has inflation bottomed?
Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.
Ninety One 28th Aug 2024
The Week: Markets celebrate better news on inflation
As inflation prints drop, is it go-go-go on rate cuts? Markets seem to think so.
Adviser-Hub 16th May 2024
The Week: UK inflation: good news?
UK inflation data looks like good news, but will the Bank of England be persuaded?
Adviser-Hub 20th Mar 2024
The Week: The rise and rise of the gold price
The extent of the gold price rally is too much to be explained by interest rate and inflation expectations alone.
Adviser-Hub 13th Mar 2024
Fidelity’s Chart Room: Why inflation “surprises” really shouldn’t be a surprise
More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises, leading to an outperformance of inflation-linked bonds lon...
Fidelity International 7th Mar 2024
abrdn | Macro Bytes: Will the last mile of inflation be the hardest?
In this episode, abrdn discusses the rising US inflation in January and the challenges of bringing inflation back to the target.
abrdn Investments 1st Mar 2024
The Week: Inflation divergence
Inflation readings between the major nations are increasingly disparate. Will bond market recognise the gap?
Adviser-Hub 15th Feb 2024
A long-term approach to short-term performance
The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have l...
Baillie Gifford 29th Jan 2024
The Week: The Federal Reserve’s head scratcher
The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?
Adviser-Hub 14th Dec 2023
How are style and inflation risks influencing ESG investors?
Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena?
Capital Group 26th Oct 2023
Capital Group 20th Oct 2023
The Week: Stubborn inflation a headache for the Bank of England
UK inflation was unchanged for this month. It may be persistently high, but the Bank of England is unlikely to move on interest rates.
Adviser-Hub 18th Oct 2023
The Week: Inflation: not over yet
Higher oil prices has disturbed the previously benign inflation picture in the US. What are the implications and could it have a knock-on effect in the UK and Eurozone?
Adviser-Hub 14th Sep 2023
The Week: Global inflation: emerging versus developed markets
Emerging and developed markets are diverging on inflation. What does it mean for asset allocation?
Adviser-Hub 9th Aug 2023
The Week: US inflation: good news?
The latest US inflation data has been met with optimism from markets, but is this enthusiasm premature?
Adviser-Hub 11th May 2023
Schroders | How bad is the inflation problem?
Inflation continues to spook markets but how concerned should we be? Schroders’ Chief Economist Keith Wade explains why inflation remains high and whether it's becoming embedded.
Schroders 3rd May 2023
The Week: Does higher inflation matter for the UK stock market?
This month saw another round of disappointing inflation data. It may provide another excuse not to invest in the UK economy.
Adviser-Hub 20th Apr 2023
The Week: Inflation comes back to bite
Many investors had believed inflationary pressures were easing; the latest UK inflation figures are a nasty surprise.
Adviser-Hub 22nd Mar 2023
The Week: Better times for the UK?
The recent inflation and growth data for the UK gave tentative cause for optimism. However, the UK has a long way to go before it is likely to lure back international buyers.
Adviser-Hub 16th Feb 2023
What’s next for inflation and interest rates?
The path of inflation and interest rates has preoccupied investors in 2022. With inflationary pressures apparently easing, will central banks hold their course on rate...
Adviser-Hub 20th Dec 2022
The golden century: demographics, growth and inflation
Demographics of the next 75 years will be very different from the preceding 75. Wen Wen Lindroth from Fidelity’s Global Macro Team assesses how future demographic shifts could impact global growth and...
Fidelity International 3rd Nov 2022
Perspectives: What is the outlook for inflation?
Premier Miton’s David Jane, co-manager of the Premier Miton macro thematic multi asset funds, highlights how the outlook for US inflation over the coming months is critical for all investment...
Premier Miton Investors 28th Sep 2022
Can smaller companies thrive when the economy stalls?
Schroders’ Bob Kaynor, a US small and mid caps fund manager, discusses the impact of inflation and rising interest rates on smaller companies and whether they can outshine their large cap peers.
Schroders 25th Aug 2022
The Week: Inflation hits double digits: more bad news for the UK economy
Inflation in the UK continues to outpace expectations. The repercussions are dire and likely to deter international investors.
Adviser-Hub 17th Aug 2022
Forget soft landings – how much of a recession is needed to tame inflation?
Schroders looks back at how inflation responded in previous downturns to help gauge the scale of the adjustment in growth and unemployment needed to tame it this time around.
Schroders 11th Aug 2022
The Week: UK GDP: good news amid the gloom?
UK GDP data came in ahead of market expectations and staved off recession for another few months. Is it the sign of a turnaround?
Adviser-Hub 13th Jul 2022
Market View: CIO Q3 outlook
Against a backdrop of heightened volatility triggered by high inflation and hawkish banks, senior members of Fidelity’s investment team take stock of a challenging period for investors across asset cl...
Fidelity International 8th Jul 2022
Global update: Risk of stagflation moves closer
Concerns about rising inflation and faltering economic growth pervaded financial markets during June and central banks around the world raised interest rates in a bid to curb inflationary pressures th...
Adviser-Hub 8th Jul 2022
UK market review: Downturn fears hit sentiment
As inflationary pressures continued to bite, the Bank of England announced its fifth consecutive increase to interest rates during June.
The Week: Inflation remains a menace
There was another round of startling inflation statistics this week, with UK CPI reaching its highest point since 1982.
Adviser-Hub 23rd Jun 2022
Finding places to hide
Inflation is at a pivotal point, says BNY Mellon Real Return manager Suzanne Hutchins. Here she discusses what this means for investment opportunities and risks.
BNY Mellon Investment Management 20th Jun 2022
Global update: Higher interest rates on the horizon
Despite the spread of the Omicron variant of Covid-19, major equity markets around the world ended 2021 in positive territory, boosted by mounting hopes that the variant would prove less serious than...
Adviser-Hub 13th Jan 2022
UK market review: A strong end to 2021, but question-marks remain
UK equity markets wobbled early in December as investors tried to assess the potential impact of the new Omicron variant of Coronavirus.
Market View: 2022: investing in an inflationary world
Can investors protect their portfolios from rising prices? Managers from Newton Investment Management pick out the potential implications and opportunities across the investment landscape resulting fr...
BNY Mellon Investment Management 16th Dec 2021
The Week: Inflation: not so transitory after all
Inflationary pressures are real and are looking increasingly persistent rather than transitory. Investors need to be wary of the assumption that all equities can weather an inflation storm.
Adviser-Hub 16th Dec 2021
Bank of England makes its move
In an unexpected move, Bank of England policymakers opted to tighten monetary policy at their December meeting in a bid to address surging inflationary pressures.
Baillie Gifford | Actual Income: We need to talk about inflation
When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of the Bailli...
Baillie Gifford 9th Dec 2021
Quality investing during inflationary times
There are three core characteristics that insulate quality businesses from the damage inflation can bring: pricing power, lower capital intensity, and healthy balance sheets, says Ninety One’s Co-Head...
Ninety One 3rd Dec 2021
The Week: Targeting Pricing Power
As UK inflation ticks higher, will the traditional strategies adopted by fund managers to deal with rising prices prove effective?
Adviser-Hub 18th Nov 2021
The great inflation debate
Against a backdrop of broad-based inflationary pressures, Fidelity International’s Global Macro Team assess whether the current price surge will prove transitory or persistent and how will this shape...
Fidelity International 4th Nov 2021
Global market review: Higher inflation for longer
The International Monetary Fund (IMF) warned that the world is facing inflationary pressures that will be “higher and longer than expected”.
Adviser-Hub 3rd Nov 2021
Is inflation here to stay?
Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey, which highlights the few sectors where inflation could be set to...
Fidelity International 14th Oct 2021
UK market review: M&A activity boosts mid caps in August
Investors witnessed a surge of M&A activity in August as companies sought to make use of their high cash balances.
Adviser-Hub 2nd Sep 2021
Five things to watch out for in the rest of 2021
The economic restart is well under way, with buoyant economic data emerging from most major economies. However, the world can only reopen once and we are entering the ‘post-restart’ era.
Adviser-Hub 20th Aug 2021
The Week: Inflation falling? No-one is fooled
Inflation may have dropped, but few believe inflationary pressures have gone away.
Adviser-Hub 18th Aug 2021
Adapting to inflation
A bottom-up view – for investors, building resilient portfolios that can thrive in this environment will be key to capturing sustainable returns.
Adviser-Hub 22nd Jul 2021
Global update: Growth and inflation are on the rise
Prospects for inflation and interest rates continued to garner headlines during June.
Adviser-Hub 15th Jul 2021
Inflation – are you scared?
Inflation has gone from bogeyman to benign, but could that be about to change as economies revive?
Adviser-Hub 10th Feb 2021
Inflation – should you be scared? (and what you can do about it)
Policymakers have responded to the Covid-19 outbreak by spending: history suggests this should create inflation. Should investors be worried and how can they protect themselves?
Adviser-Hub 21st Sep 2020
The Week: Inflation statistics: another gloomy sign?
This month’s inflation data undershot. Another reason to be gloomy about the UK’s prospects?
Adviser-Hub 19th Jul 2018
Key Indicators of a New Recession
It is widely believed that a low rate of unemployment and high rate of inflation are key signs of a healthy economy. While this may be the case, these characteristics are also the ones that are most l...
Adviser-Hub 8th Aug 2017
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