Tighten your belts
The Jupiter Merlin teams looks at moves in inflation and in bond markets, as the impact of rising prices and the uncertain geopolitical situation continue to be felt.
Jupiter Asset Management 1st Apr 2022
How UK investors can protect their savings from inflation
Talib Sheikh, Head of Strategy, Multi-Asset, explains why high levels of inflation is bad for investors, and what they can do to preserve the purchasing power of their money.
Jupiter Asset Management 20th Feb 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
Five reasons why energy transition stocks will likely weather the inflation storm
Five reasons why energy transition stocks can weather the inflation storm: although energy transition equities face near-term challenges, the long-term opportunity remains unchanged and continues to s...
Schroders 25th Oct 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
AXA IM | How inflation impacts UK equities
Chris St. John explains what kinds of companies are less affected by inflation and highlights the benefits of long-term investing.
AXA Investment Managers 7th 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
Square Mile Research | The inflation spike
In this Talking Research episode, Square Mile explore key drivers behind the current inflation spike, how companies are reacting and the outlook for inflation in the UK.
Square Mile Research 27th Jul 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
Analysis & Opinion: Should we fear an inflation shock?
M&G's multi asset team highlights inconsistencies between the reasons put forward for the rise in yields and the actual facts.
M&G Investments 18th Mar 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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