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Interest rate update: Central banks on hold
As expected, central banks in the UK, US and Europe opted to leave interest rates unchanged in late October and early November. Policymakers adopted a “wait-and-see” approach to allow them to assess the economy and the impact of previous increases.
US: Too hot?
The US economy keeps coming in hotter than expected. Could it derail the narrative on inflation?
What’s going on in China?
Another dismal set of economic data, there are increasingly pressing concerns about the Chinese economy. Is sentiment now too pessimistic?
Japan: Right market, wrong companies?
Investors are backing Japan for the first time in decades, but are they directing capital to the wrong areas?
Uncertainty has a certain attraction for value investors
All investors need to think hard about what a sustained – and, for many, unfamiliar – environment of higher interest rates could mean for their portfolios
A European renaissance?
It’s been the best-performing sector for the year to date, but can Europe extend its recent run of form as the economic climate weakens?
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0115 958 4115 or 0345 408 0707