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On risk, inflation and gilt yields

On risk, inflation and gilt yields

The UK stock market has recovered from its spring snooze and despite worries over the effects of Brexit on UK growth the indices are but a stone’s throw from their all time highs. But this hides frenetic activity under the surface with different sectors taking the...
Premium income or discounted ‘growth’?

Premium income or discounted ‘growth’?

In the last few weeks central bank watchers claim to have detected a new mood emerging from this summer’s gathering of the clan. A desire to follow the Fed down a path which leads to ‘normalisation’ of interest rates and the unwinding of QE in an informal ‘Sintra...