2018 – the turn of the tide for loose money?

Many of the recent comments around fixed income have referred to the impact on the asset class of global monetary tightening. For example, the US Federal Reserve (Fed) and Bank of Canada (BoC) have already raised interest rates, the Bank of England (BoE) have followed suit and, in January, the European Central Bank (ECB) will begin tapering their huge quantitative easing programme.

Bill Harer

Bill Harer

Head of Fixed Income - Credit Research & UK Linked Funds

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Our short duration strategy: one year on

September 2007 is regarded by many as the beginning of the global financial crisis. However, despite the initial market sell-offs, the performance of most asset classes were turbo-charged in the decade that followed, given that it ushered in an era of ultra-loose monetary policy.

Michael Count

Michael Count

Senior Fund Manager, Fixed Income

Steve Matthews

Steve Matthews

Fund Manager, Liquidity

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Unemployment, wage inflation & the ongoing puzzle

Historically, inflation has tended to be correlated to the strength of the labour market. As unemployment decreases, the pool of available labour shrinks, enabling workers to demand higher wages. This feeds through to the overall price level, putting upward pressure on inflation. Today, however, we are seeing a puzzling global macroeconomic backdrop.

Craig Rippe

Craig Rippe

Head of UK Equities

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Muted global bond markets in Q2

Muted global bond markets in Q2

The second quarter of 2017 was marked by central banks’ communication returning as the main driver of performance of financial markets. The US Federal Reserve (Fed), the European Central Bank (ECB) and the Bank of Canada (BoC) guided investors towards an intention to normalise their monetary policies by reaffirming their confidence that the current global recovery will bring inflation near their 2% target.

David Arnaud

David Arnaud

Senior Fund Manager, Fixed Income

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