Weakening UK growth and low inflation is likely to keep the Bank of England from raising interest rates at all next year, Kames Capital’s Stephen Jones says.
We see biases as systematic errors of judgement - partial or illogical perspectives on sets of information. A financial market is fundamentally the flow of information between people; they are driven by human judgement.
A number of highly significant structural changes are happening in the global economy that are currently poorly understood by the market.
The biggest challenge facing the world economy is not the difficult economic conditions but what could be called gloomsters. These are the fatalists who think nothing much can be done about economic problems besides tinkering with monetary policy or pubic spending.
To QE or not to QE, that was Europe’s question.
Sophia Whitbread is on a mission to broaden Newton’s high reputation in international income by seeking out dividend-paying companies in regions previously regarded as unreliable sources. High on her list are Mexico and the former Soviet territory of Georgia
The strength of government bond markets has surprised many this year.
As it approaches its next phase of thematic review, the FCA has discovered that many firms’ approach to disclosure was “going into a restaurant and being asked to order without being allowed to see the menu or the price list”.
Tony Yousefian takes stock on an eventful year for his CV
Investors hunting for high-yield income while avoiding capital loss from rising interest rates have two recent launches to mull over
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The Schroders pan-European equity manager on making funds his own empires and showing a flair for enterprise.
The lead manager of Somerset Emerging Markets Dividend Growth is proving his fund a worthy aspirant for the asset class’s ‘golden standard’