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NMA speaks to investment consultant Henry Cobbe about positioning equities for higher inflation using sector and factor equity investing.
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1. Yield is back: for equities, bonds and alternatives - the yield drought is over 2. Selectivity matters more: within and across asset classes 3. Inflation is getting stickier: getting past the peak, but still a problem Read the summary article Find out more:
UK inflation at 10.7%yy for Nov-22
This is lower than 10.9%yy survey estimate… … and an decrease from 11.1%yy last month Represents falling inflationary pressures For full update including charts, open as PDF US inflation at 7.1%yy for Nov-22
This is lower than the survey estimate… … and a decrease from 7.7%yy last month Represents lessening inflation pressures For full update including charts, open as pdf [5 min read, open as pdf]
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The thirty-year anniversary of Black Wednesday was marked by the Sterling reaching its lowest levels against the dollar since 1985. Part of this is a function of dollar strength against global currencies, another part about rising concerns on the UK economic outlook and future policy-making. Sterling’s weakness and outlook is forcing investors to consider how to manage currency risk in their portfolio across each asset class. Full article available as pdf [3 min read, open as pdf]
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