After the Trumpflation trade, should investors expect a Santa rally in equity markets this month? Brad Holland, fund manager at Nutmeg Savings and Investments, says Yes. Central banks across the world have been desperately trying to create inflation for years now. If inflation did return to the radar screen, monetary policy wonks could celebrate that the past decade’s extraordinary policy measures are finally beginning to lift the global economy out [...]
With the FTSE 100 close to an all-time high, are UK markets heading for a fall? Jason Hollands, managing director of Tilney Bestinvest, says Yes. While it’s incredibly difficult to accurately call the top of a market, what we do know is that equities never rise relentlessly in a linear fashion, and the current bull market has run on for a very long time now, despite the headwinds of weak global growth [...]
Warning lights are flashing on the global economy: The reform laggards will suffer DAVID Cameron has warned of an unstable global economy. He says red lights are flashing on the dashboard. They are, but only in some parts of the world. Elsewhere, recovery looks firmly entrenched. Hot on the heels of US Treasury secretary Jack Lew’s comments about a “lost decade” in Europe, the Prime Minister’s remarks show [...]
Warning lights are flashing on the global economy – and it’s the reform laggards who will suffer November 17, 2014 DAVID Cameron has warned of an unstable global economy. He says red lights are flashing on the dashboard. They are, but only in some parts of the world. Elsewhere, recovery looks firmly entrenched. Hot on the heels of US Treasury secretary Jack Lew’s comments about a “lost decade” in Europe, the Prime Minister’s remarks show [...]
How to position your portfolio for the coming base rate hike – Investment Comment August 12, 2014 Hamlet wasn’t talking about the next move for interest rates when he said, “if it be not now, yet it will come – the readiness is all.” But the advice is sound. Although today’s quarterly inflation report may reveal some clues, we still don’t know when the first hike in UK base rates will [...]
