News
The bond market is knowingly financing a bunch of losers
7+ hour, 14+ min ago (740+ words) The risk-reward of investing in tech bonds is very one-sided, says PGIM's bond co-CIO. AI is the hottest topic in equity markets right now but for bond investors the rationale for investing is far less appealing, according to PGIM's Greg…...
Jerome Powell leaves behind the Fed's most valuable asset. Can Kevin Warsh protect it?
2+ week, 6+ day ago (966+ words) Powell survived criminal subpoenas, dismissal threats and eight years of presidential pressure to hand over a credible, independent Federal Reserve. Whether his successor treats that inheritance as valuable or inconvenient is now the most important question in central banking. Head…...
Stay constructive, but not complacent: The investors playbook for the Iran ceasefire
1+ mon, 1+ week ago (811+ words) Franklin Templeton's Stephen Dover argues that the US-Iran ceasefire marks a moment for disciplined portfolio building, not a signal to chase the relief rally. Head of editorial, FE fundinfo The two-week US-Iran ceasefire creates conditions for gradual, selective portfolio building…...
Inflation's next battleground is Asia, not the West
1+ mon, 3+ week ago (783+ words) The highest inflation risk now sits in China, India and South Korea as Asian economies absorb the bulk of oil exports through the Strait of Hormuz. The biggest inflation risk from rising oil prices is not in Europe or the…...
Trade oil, own gold, buy builders: The investor's playbook to navigating the Iran geopolitical shock
2+ mon, 15+ hour ago (1092+ words) Syz Group's Charles-Henry Monchau argues that the Iran-driven oil shock is not a stagflation replay but the opening chapter of a sustained regime shift from paper assets to the physical economy. Head of editorial, FE fundinfo Investors looking to adapt…...
Investors can destroy all performance with currency, says Amundi
3+ mon, 1+ week ago (9+ words) Trustnet...
Bank of England holds rates at 4%: Don't expect rate cuts soon, warn experts
8+ mon, 3+ day ago (698+ words) Fastenal: the nuts and bolts The UK central bank continues to balance higher inflation with a weaker economy. The Bank of England decided to leave interest rates unchanged at 4% following the latest meeting of its Monetary Policy Committee (MPC). A…...
Just a quarter of savings accounts beat Bo E base rate, finds study
8+ mon, 1+ week ago (744+ words) Fastenal: the nuts and bolts Despite the most recent interest rate cuts, few providers are offering competitive returns. Just 26% of savings accounts are paying more than the Bank of England base rate, according to data from Moneyfacts Group, with the…...
Has the US won the trade war?
9+ mon, 3+ week ago (540+ words) Fastenal: the nuts and bolts Deals with the EU and Japan seem like short-term wins, but could ruffle feathers long term. Markets were rocked this morning as US president Donald Trump ditched the TACO name (Trump always chickens out) and…...