Jason Vaillancourt on UK Equities
On the face of it, the economic picture looks positive. Both the UK and the US are recovering, economic data is strong and the conversation now is about when the first interest rate rise might occur. The drop in Europe's inflation, or disinflation, has brought the rate to nearly zero making def...
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Published in | Investment Week p. 22 |
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Main Author | |
Format | Trade Publication Article |
Language | English |
Published |
London
Incisive Media Limited
08.12.2014
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Subjects | |
Online Access | Get full text |
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Summary: | On the face of it, the economic picture looks positive. Both the UK and the US are recovering, economic data is strong and the conversation now is about when the first interest rate rise might occur. The drop in Europe's inflation, or disinflation, has brought the rate to nearly zero making deflation a risk to closely monitor over coming quarters. In high yield, liquidity has been curtailed because of new regulations, and sharp losses in the sector during July indicated the risks facing investors, despite the snapback in August. |
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