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Searching for the Phillips curve: the puzzle of missing inflation

Published by : Hermes Investment Management

Despite the recent acceleration in economic activity, inflation has been absent. This has led to questions about the robustness of the traditional Phillips curve framework, which is based on the relationship between inflation and resource utilisation.

Published: 23 January 2018

Business Area: Investments

Type: Other

2018 Investment Outlook

Published by : Invesco

The surging markets of the past year have taken place against a backdrop of macro developments whose long-term impact on the world economy has yet to be realized: uncertainty regarding the UK’s withdrawal from the European Union, potential tax reform in the US, North Korea’s nuclear weapons testing,

Published: 05 January 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 4 people found this useful

The Investment Year: 2018 Outlook from Old Mutual Global Investors

Published by : Old Mutual Global Investors

To reflect and look forward to the year ahead, a selection of Old Mutual Global Investor’s leading fund managers share their latest thoughts and musings in our annual complication of articles, covering topics that dominate the market and geopolitical environment.

Published: 13 December 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Debunking bubble fears: Why tech valuations are justified

Published by : Hermes Investment Management

It’s easy to understand why investors can’t stop talking about US tech stock froth.

Published: 12 December 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Abbie Llewellyn-Waters: The death of diesel?

Published by : Jupiter

In this article, Abbie Llewellyn-Waters writes about how new technology is helping to address this problem, which in turn is creating a breadth of opportunities for investors.

Published: 01 December 2017

Business Area: Investments

Type: Other

A unique approach to US Equity Income

Published by : Old Mutual Global Investors

Ian Heslop and members of the global equities team at Old Mutual Global Investors discuss the potential risks traditional income investing can bring for investors, and how the Old Mutual US Equity Income Fund adopts a process that's designed to mitigate against these risks and aims to provide

Published: 30 November 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Four bond-market lessons for 2018

Published by : Old Mutual Global Investors

Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, discuss what recent price action could mean for bond markets next year.

Published: 28 November 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Dollar-driven debt markets

Published by : Old Mutual Global Investors

John Peta and Nick Wall discuss how US monetary policy could impact developed and emerging market debt.

Published: 15 November 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Investment-grade bonds: safe and sound?

Published by : Old Mutual Global Investors

The Adviser Centre’s Peter Toogood asks Lloyd Harris why, when risk assets are in favour, investors might contemplate investment-grade corporate bonds.

Published: 14 November 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Think you've missed the European small-cap rally?

Published by : Old Mutual Global Investors

Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund, explains why European small-cap investors could still reap their rewards.

Published: 08 November 2017

Business Area: Investments

Type: Portable Document Format (.pdf)