Investment Strategy
Investment | 22 Jul 15
ANALYSIS: Could an MPC vote split usher in the autumn?
With MPC minutes having today revealed growing concerns about UK inflation it suggests that, alongside rising interest rates, investment strategists are going to have plenty to ponder by the time the summer fades.
Investment | 21 Jul 15
Is ‘recovery’ the best play in a fully-valued market?
Large-cap defensive stocks could be in for a fall in what is expected to be a volatile summer for markets, say industry experts.
Investment | 17 Jul 15
Ashes Investment Blog: Funds, runs and the quest for balance
As with markets, so with cricket. After the variable bounce infused contest that saw Australia comprehensively beaten in Cardiff, the second test had started much more poorly for England on a road of a pitch at Lords – an indication of just how quickly things can change.
Investment | 17 Jul 15
UK interest rate rise due in November but it should be August – F&C
The first UK interest rate rise is likely to arrive in November, says F&C’s Steven Bell, but cannot come soon enough.
Investment | 15 Jul 15
Ideas man: Asset allocator
As part of his role in shaping long-term investment strategy at PPMG, ex-actuary Parit Jakhria uses his skills of market prediction to put the group ahead of the curve.