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Investment Week (November)

2017/ 11/ 30 by jd in Global News

The recent 0.25% increase “in interest rates announced by the Bank of England leaves us with no more clarity about the direction of monetary policy than we had before the micro-adjustment. Indeed, the increase raises rather more questions than it resolves.” The cut may simply reverse “the rather ill-judged post referendum cut,” Or it could be one off “nod to those worried about inflation becoming more embedded.” Or it could be “the start of a sequence that will see regular increases in rates along a path towards normalisation.”

 

Institutional Investor (January 26)

2017/ 01/ 27 by jd in Global News

“It’s not even been a week in office and the Trump administration has already managed to send shivers of excitement through the arcane world of infrastructure investment with talk of new domestic projects…. Not surprisingly, asset managers with infrastructure teams are jumping on the renewed interest in the asset class, holding press briefings and webinars to provide clarity.”

 

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