bernanke to investors – keep riding qe
Coutts & Co's UK CIO Alan Higgins explains the importance of Bernanke's latest statement in continuing the equity rally.
Coutts & Co's UK CIO Alan Higgins explains the importance of Bernanke's latest statement in continuing the equity rally.
Later this week the UK will release inflation data for April with the market consensus forecast that CPI dropped to 2.6% from 2.8% from March and that the RPI fell slightly to 3.1% from 3.3%.
Ashburton's Derry Pickford says rather than viewing lower-than-expected figures from China as negative, they should be seen as an indication the country is managing a soft landing.
UBS' Joshua McCallum looks at the probability of countries like China managing to power through the middle-income level and finds plenty of work to be done before they can be considered out of the trap.
The threat of high inflation has been a talking point for several months now, perhaps years, but how can you actually protect your portfolio from potential price rises?
Kleinwort Benson's CIO Mouhammed Choukeir looks at the investment case for commodities, and explains why he still holds them in multi-asset portfolios despite the negative momentum in the sector of late.
Ashburton's Tristan Hanson says currency wars may not be a new concept, but they are starting to heat up leading to a breakdown of orthodoxies on an economic level.
Like the dreaded long queue for a thrill ride at a theme park, the country has been waiting in trepidation for the next dip. Turns out we had nothing to worry about after all, did we?
Russ Koesterich sees the positives for investors combining an overweight in equities while being more defensive at the same time, though where he really goes to Town is exactly what defensive positions you should be taking.
In a departure from the conventional saying, Rathbones' CIO Julian Chillingworth says investors should "sell before May and go away, and BUY before St Leger's day."
Chris Iggo, CIO, Fixed Income, AXA IM takes a look at the Japanese bond market, the impact of deflation and how the European market could, and maybe should, make moves to follow the far eastern example.
Don't expect upbeat from RLAM's Ian Kernohan. Momentum from Q1 has already started to wane and eurozone problems will continue to resurface in the absence of a true solution. So much for the 'great rotation'…