There are 47 item(s) tagged with the keyword "inflation".
Displaying: 41 - 47 of 47
Here’s an update of my favourite long term measure of bond market valuations. I’ve been updating this chart on the blog over the years, and if you’d bought and sold US Treasury bonds when they diverged significantly from the range implied by the Fed’s long term rate expectations, you would have done OK
This March marks the 10-year anniversary of the longest bull market in history that has been ploughing on in the US since early March 2009. The S&P 500 Index has delivered a staggering 400% in total returns over the decade. In addition, the US economic cycle is the second longest…
Portfolio Manager Pek Ng, Research Analyst Ian Samson, and James Bateman, Chief Investment Officer, explain their positioning and the need to be more active on equities.
How is the macro environment evolving compared to our 2018 Outlook? We are watching three main themes: global growth (on track), fiscal policy (looser than we expected) and monetary policy tightening (finally starting to matter).
Fidelity’s asset allocation group gather to discuss how they are positioned this month - and here you can listen in on their March debrief, hosted by Richard Edgar, Editor in Chief.
James Foster and Jacob de Tusch-Lec, managers of the Artemis Monthly Distribution Fund, discuss why investors seeking income must proceed with caution – and what that means for their fund.
Ian Samson, Markets Research Analyst, looks at the steep rise in the price of oil over the course of 2017 and discusses what the implications might be for the global economy if oil remains elevated over and above its current price.
Displaying: 41 - 47 of 47