Recommended

Mark-Carney-close-up-focused-700.jpg

Inflation hits zero as BoE shaves growth forecasts

Forecasts for growth in the UK have been lowered by the Bank of England in its latest inflation report. The Bank says inflation hit zero in March, as previously forecast, driven by falls in energy and food prices. However, the Bank has made minor reductions in forecasts for growth in gross domestic product for the […]

bondsgraph

Investment analysis: Are we seeing a strange new world for the bond market?

The combination of low inflation growth and excess liquidity following the ECB’s quantitative easing programme has distorted bond valuations, with some short-duration instruments now offering negative returns. At the beginning of March nearly $3.85trn (£2.56trn) or 17 per cent of developed market global government bonds traded at negative yields, according to Columbia Threadneedle Investments. In […]

3

Robert Sinclair: The great mortgage robbery

The proposed fee increases from the FCA should shock and anger firms. They should also worry consumers. These costs have to be passed on. With inflation running at 0 per cent and wages increasing at less than 2 per cent, it takes a special type of organisation to propose increasing its costs by 8.5 per […]

Large-cap growth alpha thesis: seeking risk-adjusted excess returns

Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment