Macro Views
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What lies ahead for markets in the coming months?
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
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UK hit with another negative outlook rating
Moody’s joins Fitch and S&P in downgrading the UK’s outlook from ‘stable’ to ‘negative’
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Cautious optimism follows Liz Truss resignation
Markets have hinted at a brighter future as the PM steps down but the race to replace her is just getting started
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What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
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How fund managers are preparing for an all-but-nailed-on recession
The drag of operating with heightened cash is an important consideration, says one fixed income manager
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GDP figures proof UK investors need to remain on ‘high alert’
Growth of 0.2% comes with a lot of caveats
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Investment industry leaves Russia out in the cold
‘Do not expect to see any institutional managers taking positions in Russian securities again for a very long time, if ever’
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Worst is yet to come as Fed pursues price stability at all costs
Central bank dashes hopes that US rate rises will peak sooner and lower than predicted
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Inflation predictions get scary as Citi warns CPI to breach 18% in January
If embedded inflation rears its ugly head, a base rate of 6-7% could be needed to tame it, investment bank says
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What did Q2 earnings season tell us about the economy?
Sceptics warn better-than-expected numbers do not reflect inflationary pressures
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UK inflation comes in hot at over 10% to hit 40-year high
Stacking the odds in favour of another 50bps rate hike by the Bank of England
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Is US Inflation Reduction Act a damp squib?
Ambitious measures seek long-term improvements but risk doing little to alleviate the immediate problems
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