Analysis

Fixed Income | analysis 24 Oct 16

The death of the 30-year bond bull market that has formed the backdrop for most City careers has been predicted many times. It has yet to come to pass. But, if one were looking for signs that it is reaching an inflection point, the last seven days has proved a fertile hunting ground.

Investment | analysis 21 Oct 16

Massive, opportunistic M&A activity doesn’t tend to be a characteristic of the bottom of a cycle. Still-standing majors, snapping up capitulating minnows is common, but two behemoths joining forces is usually left for times when shares are expensive and can do a lot of the heavy lifting.

Europe | analysis 20 Oct 16

European Central Bank president Mario Draghi delivered a relatively short address after the October governing council meeting on Thursday which was light on substance, but there was something in his remarks that may worry investors.

Alternatives | analysis 19 Oct 16

Returns from alternative Ucits funds have been disappointing over the past couple of years. But perhaps fund selectors have to blame themselves for this.

Macro Views | analysis 18 Oct 16

With rising prices for fuel, restaurants and hotel rooms pushing up UK inflation, is it any great surprise we’re all staying at home watching Netflix?