Credibility check: How far must the Fed go to tame inflation?
The Fed is being forced to defend its credibility using policy tools that may do little to address the real sources of price pressure, writes Albemarle’s Fahad Hassan
Multi Asset
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Why OATs aren’t as healthy you think
France’s deteriorating public finances pose a big risk for bond markets worldwide, writes Tatton’s Dr Issac Kean
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Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report
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Rathbones’ Coombs: Taking back control
Rathbones’ head of multi-asset on why he is sticking to his fundamentals in the face of an overexcited tech market
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Head to head: Is it time to look beyond momentum investing?
Sarasin’s Tom Kynge believes the pendulum may be swinging back towards growth, while Schroders’ Liam Nunn makes the case for value
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The lesson value just taught investors
Sparrows Capital CIO Raymond Backreedy looks the recent resurgence of value investing and why maintaining a broad investment strategy is vital
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Tyndall’s Clunie: Does government overspending matter?
Investors may have more to gain from government deficits than they think
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The cost of accelerating US growth
Fahad Hassan explains why investors should remain cautious on duration
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‘Third option’ for advice client portfolios gaining ground on MPS
Research conducted with 182 advice professionals
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Licence to yield: Why bonds deserve a second look
Iboss’s Chris Rush on why it might be time to start paying more attention to fixed income funds