Is it a good time to be investing in bonds?

Since Donald Trump’s election as President of the United States in November last year, both interest rates and inflation have been trending upwards. Recently, the US Federal Reserve (Fed) raised rates by a further 0.25%, whilst in the UK inflation came in at a higher-than-expected 2.9%. Typically, this environment is deemed to be detrimental to fixed income investors. However, we believe that a global, active approach can negate much of this risk.

Kshitij Sinha

Kshitij Sinha

Fund Manager, Fixed Income

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Don’t ignore the snap election but focus on the risk of the French ‘nightmare scenario’

After months of consistently denying the possibility of an early election, UK Prime Minister Theresa May yesterday revealed the UK will go to the polls on 8 June. The move is clearly a surprise but take a step back and it becomes entirely logical.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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A boring Budget ahead of uncertain Brexit phase

A boring Budget ahead of uncertain Brexit phase

The UK earlier this month unveiled its first Budget since the public’s vote to leave the EU last year. It was a largely uneventful statement, with many of the planned initiatives telegraphed to the press well ahead of the day. In fact, the most controversial element of the Budget was the plan to increase national insurance contributions for the self-employed, a move embarrassingly ditched just a few days later.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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Don’t just look at the data, look at the committee!

The FED Building

The US Federal Reserve (Fed) has now raised interest rates twice in recent months, in December 2016 and March of this year. The question now is, what are the Fed and other central banks thinking and what will they do next?

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