Inflation outlook
Absent any seismic shocks, British inflation is likely to settle close to the 2.0% target from April onward. That will be welcome news for policymakers in Threadneedle Street and in Downing Street as well.
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High yield bonds
High-yield bonds may be my favourite asset class - both for the return potential they offer and for the information their price action conveys. They have been a staple of my portfolio management toolkit for more than 25 years.
Equity markets
As an asset allocator, there are all sorts of questions to which I would like clear answers, but for which data are either unavailable, published too infrequently (and often with a long lag), or simply too expensive to obtain.
Inflation outlook
The Bank of England’s Monetary Policy Committee (MPC) is charged with keeping inflation, measured by the year-on-year change in the Consumer Price Index (CPI), at 2%.