As we enter the last part of the year, we take a look at the outlook for fixed income. Bryn Jones is on panel to discuss some of the latest updates in this sector. How great a threat inflation poses to fixed income investors today; how bond managers are looking to identify long term corporate cashflows in the wake of COVID; and the growing role of sustainability in running fixed income portfolios, plus more.
Labour markets are struggling to get to grips with new post-pandemic supply and demand dynamics. Meanwhile, tighter scrutiny is increasing tech companies’ costs of doing business.
Earnings are booming in the West as the recovery rolls on despite investor nervousness.
We expect inflation to start to fade in the second half of the year, allowing central bankers to keep their foot on the accelerator with loose monetary policy.
China reminds everyone that communists like to meddle in markets. Meanwhile earnings are booming in the West as the recovery rolls on despite investor nervousness.
Indicators of a strong post-COVID recovery keep coming out of the US and other major developed economies, but upside data surprises have brought with them concerns of persistent high inflation.
Stock markets are bouncing between good news and bad. Meanwhile, crunch time approaches for US lawmakers on the nation’s infrastructure revamp.
David Harrison, Rathbone Greenbank Global Sustainability Fund Manager, sat down with Proactive Investor’s Katie Pilbeam to discuss the rise and growing importance of sustainable investing, and why since inception his core fundamentals remain unchanged on the fund’s third anniversary. Take a listen hear him touch upon some of the hidden gems he’s been able to discover, and why he remains optimistic about the long-term growth opportunities.