Counting down to the US election What's on the minds of investors ahead of the US presidential election? US elections are always significant and a point of interest around the world, but many are seeing this November’s as particularly so. Here are the big questions on the minds of investors. Can we trust the polls? Polls, as we all know, are not always correct. This time around they are of particular interest because [...]
The inflation divide: what should investors be doing? Investors need to be prepared in case of higher inflation returns Currently, inflation is more of an annoyance than the economic tyrant of old. Given the unprecedented stimulus that the global economy has received since the coronavirus crisis hit, the debate is whether these “whatever it takes” financial packages will stoke a sustained period of rising prices. Inflation or deflation? The inflation debate is polarising opinion [...]
Independent central banks are under threat once more Being just a couple of decades old, the widespread adoption of independent central banks is relatively new to the world. Yet this is a role which now needs to adapt to a world whose politics is changing very fast. Different inflation objectives and tools have been discussed plenty of times before, but as the objectives [...]
Restoring Britain’s reputation for liberal economic policy must be the priority in the coming Autumn Statement October 26, 2016 The forthcoming Autumn Statement brings to mind the old quote from Bill Clinton’s adviser James Carville about wanting to be reincarnated as the bond market – because then he could intimidate everyone. Philip Hammond, the new chancellor, should beware the so-called bond vigilantes. The chancellor is looking for innovative ways to shift the cost of [...]
