interest rate

The fact that this morning many comments focus on the so-called increased probability of a rate hike this December completely misses the point, writes Raphael Pitoun, CIO of Seilern Investment Management.

Increasing allocations

Says political risk has heightened

Lael Brainard said case to tighten is 'less compelling'

At its August meeting, the Bank of England's Monetary Policy Committee (MPC) halved the bank rate to 0.25% in addition to implementing a new Term Funding Structure and a purchase of up to £70bn UK corporate and government bonds.

Asian markets also down

What are the manager's key concerns?

Bonds investors seeking opportunities across the globe

But not on the table for the US

Criticizes Remain campaign forecasts