Spotlight on… inflation

Article | 18 May 2021 | Education

The pandemic has led to far greater cooperation between governments and central banks. Governments can borrow and spend, in the knowledge that they won’t put pressure on the interest rates because central banks will stop that from happening. This has resulted in a powerful stimulant to the global economy.

At the same time industrial firms, service companies and consumers are all reporting more optimism in the future. This cooperation and these positive sentiment indicators all suggest that the global economy is on the way to repair but it also means that inflation could be on the rise.

In this PDF we ask what is inflation, why does inflation happen and what does it mean for your investments?

Spotlight... On inflation - Full article

Governments can borrow and spend, in the knowledge that they won’t put pressure on the interest rates because central banks will stop that from happening. This has resulted in a powerful stimulant to the global economy.

295 KB | PDF Read & download

Spotlight on…the ‘G’ in ESG

Article | Education | 19/08/2021

ESG refers to the three key factors: environmental, social and governance, when measuring the sustainability and ethical impact of an investment in a business or company. Why are they important? These factors help to evaluate the behaviour of companies, as well as determining their future financial performance.

Monthly Review - April 2024

Article | Investments | 02/05/2024

In agricultural commodity markets, cocoa soared after adverse weather brought a poor harvest, forcing chocolate prices higher. Among precious metals, gold hit successive record highs, responding to sticky US inflation and uncertainty over the path of interest rates.

Will the Fed be the last to cut?

Article | Investments | 02/05/2024

Market expectations for US interest rate cuts have seen a sea change since the start of 2024. Confident forecasts of six quarter point cuts have shrunk to fewer than two cuts by year end. Some commentators even predict that rates will be forced to rise again, with options markets pricing a 20% chance of a rate hike.

The View - asset allocation update

Article | Investments | 08/04/2024

Key central banks suggested that rates would be cut this year and appeared less concerned about the possibility that inflation would rebound. The US Federal Reserve (Fed) kept rates on hold at its March meeting and maintained its guidance for three 25 bps rate cuts in 2024, with financial markets now readjusting to the Fed’s own projections.

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