Analysis

Lower returns on the horizon

Cuts do not happen in 'domestic vacuum'

Timing mismatch

Moral hazard concerns

From the £11bn merger to Bird's exit

Necessary as ‘stubborn’ inflation lingers

Sharp discounts abound

Scopic Research monitors the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets on a quarterly basis. The sentiments are based on a 12-month view. Investment Week has joined with Scopic to share the results on...

Data and competitiveness will be key

Role remains in adding duration