Inflation
Fixed Income | 9 Sep 16
Allianz GI’s Dwane issues warning on danger of ‘unchartered territory’
Growth and inflation are going to remain subdued, so central banks will keep rates very low, which has serious implications, according to Neil Dwane, global strategist at Allianz Global Investors.
Emerging Markets | 18 Aug 16
Miton’s Jane backs US and emerging equities if inflation picks up
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton Group’s multi-asset range, said he would have to restructure roughly half of his portfolio.
Fixed Income | 16 Aug 16
ANALYSIS: Muddled inflation outlook fuels monster worries
Despite a mixed picture for inflation globally, investors remain content to err on the side of the central banks, but something has to give soon.
Macro Views | 12 May 16
Bank of England warns about Brexit stagflation risks
A vote to leave the European Union would most likely result in a material slowing of growth and a notable rise in inflation, the Bank of England said on Thursday.
Macro Views | 21 Apr 16
Is it time for ‘helicopter money’ in the eurozone?
With the European Central Bank confirming it is holding interest rates at rock bottom levels, Miton’s Anthony Rayner has posed the question as to whether it is time to turn to a different weapon in the fight to generate some momentum in the eurozone economy.