Mike Riddell on bonds: Panto-modium in 2025
The Fidelity International fixed income portfolio manager says central bankers are market heroes, not the villains of the show
Inflation
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‘Not out of the woods yet’: UK inflation falls by 10 basis points in December
The CPI fall to 2.5% came in slightly below consensus forecasts
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ARC: Inflation leaves private portfolios 12% below 2021 levels
Real returns need to average 6.6% over the next decade to revert to the historical norm of 4% per year, the firm said
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CIOs name trade wars and concentration risk as 2025’s top concerns
ARC market sentiment survey also found inflation to be among CIOs top risks for the coming year
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Inflation rises to 2.6% as fuel prices mount
The Consumer Price Index rose yet again in November as fuel costs increased, making an interest rate cut unlikely
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US inflation rises to 2.7%
The 10bps increase has likely confirmed a 25bps interest rate cut at the next Fed meeting
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Nuveen: How private capital can protect against inflation
Wealth managers are looking for new ways to protect their portfolios against inflation as traditional assets fail, writes Harry Bush
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‘Inflationary’ and ‘volatile’ or ‘good for growth’?: Trump declares victory in 2024 US election
Trump wins US election, paving the way for high tariffs and tax cuts that could prove volatile
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Eurozone inflation ticks up to 2%
European inflation accelerated quicker than expected from the 1.7% recorded in September
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Knacke’s money maps: The age of deflation
The 2020s is not the 1970s, writes Ernst Knacke, head of research at Shard Capital, but more like the early 1900s
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Autumn Budget 2024: CPI inflation to average 2.5% in 2024
Will tick up to 2.6% in 2025, but fall to 2% by 2029
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Will the European Central Bank cut interest rates faster than expected?
The bank is forecast to cut rates earlier than expected after being ‘spooked’ by a rapid fall in inflation