Huw van Steenis explains why he thinks central banks have been struggling with the efficacy of their policies.
A year ago, Marcus Brookes, Head of Multi-Manager, expected a return of inflation and invested accordingly. He now expects an added ‘Trumpflation’ effect.
In this month's infographic our economists investigate globalisation and ask is it in crisis? They look at whether China's problems are building and if deflation or inflation should be of greater concern to investors.
After years of deflationary dynamics, energy inflation is set to lift European and UK inflation significantly over the next few months. However, the energy effects will only be temporary and will have a deflationary impact in the medium term.
James Sym discusses the areas of the stockmarket which can prosper and those which may suffer at this stage of the cycle.