Deflation
Global
Sarasin is considering launching a concentrated version of its flagship £294m EquiSar Global Thematic fund, run by CIO Guy Monson and Harry Talbot Rice.
13 September 2010
•
Investment Trusts
Baillie Gifford's Gerald Smith has sold his stake in the group's Pacific fund, preferring to invest directly in China.
23 August 2010
•
US
The Federal Reserve plans to reinvest principal payments on its mortgage holdings into long-dated treasuries in an effort to revive the stuttering US economic recovery.
10 August 2010
•
Bonds
Schroders' Nick Gartside has switched from inflation-linked to nominal US treasuries in his £316.7m Strategic Bond fund as the market continues to be "fixated on deflation".
30 July 2010
•
1 min read
Investment
The Swiss franc rose to a record high against the euro yesterday despite the Swiss National Bank's efforts to avoid excessive gains for the currency.
24 March 2010
•
Asia
Schroders manager Nathan Gibbs is bullish on Japan, believing many of its ‘problems' have been misconstrued by the investment industry
19 March 2010
•
4 min read
Investment
What does the marked in rise in inflation to 2.9% mean for exposure to fixed interest funds.
01 February 2010
•
Economics
Japan's newly elected Democratic Party has agreed a ¥7.2trn (£48bn) stimulus package to prevent the country's economy sliding back into recession.
08 December 2009
•
US
With the end of the recession in sight, investors in the US need to be wary of the example of Japan's markets in the 1990s and beware of broad-based economic deflation
30 November 2009
•
