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146 insights found

Iggo's insight

Mind the gap

The gap between realised inflation and the contemporaneous level of bond yields has never been higher

Iggo's insight

Six and out?

Inflation dominates the investment backdrop but we have been reminded this week that COVID can still play a role in how the macro outlook unfolds.

Iggo's insight

Everything’s going green

The world is probably not on track yet to preventing global temperatures rising by more than 1.5oC above pre-industrial levels.

Iggo's insight

Lost control?

Rate expectations shot up in October. We may get a small rate rise in the UK this week.

Iggo's insight
5 minute read

Bonds back better?

If economists are right, 2022 will be the second year of well above trend nominal GDP growth.

Iggo's insight

Bad, worse or just dandy

At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.

Iggo's insight

Pay them and they will come?

The needles on the indicators of investment sentiment are all pointing down.

Iggo's insight

Autumn dawns and the living doesn’t get easier

The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices

Iggo's insight

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.