The latest edition of In Conversation has landed. Our managers explain how they are navigating current challenges and opportunities, outlining fund performance, positioning and what they believe lies ahead.

On the ground research through the US heartlands.

Will the big central banks making significant interest rate announcements this week follow the ECB’s lead and signal that rates have now peaked? And where might rates settle longer term?

Watch Stuart Chilvers, Fund Manager and other panellists work through some of the UK's latest challenges from inflation to interest rates, and how those have affected Fixed Income.  

Like virtually everything else, the cost of energy is much higher than it used to be. Combined with higher interest rates, it should keep squeezing economic growth in the coming months.

Hopes for a quiet summer were dashed by difficult-to-read economic data, swinging bond yields and holiday dramas.

Rather than a slow fade, the American economy produced a surprise surge. Yet with inflation within touching distance of the 2% target, US interest rates may still peak soon.

Interest rate hikes for the US and Europe are almost certain this week. All major central banks are getting close to calling time on rate increases, but the UK is likely to be the last to do so.

Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.

Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up

Economic data has been confusing for a while. Thankfully, there’s a central bank hiatus just big enough to slip Wimbledon into.

The Bank of England is throwing the kitchen sink at runaway inflation. Will it be enough, and are there some things that are outside its control?