Investments / Economy

UK economy proving more resilient than expected

Growth of 0.2% in the second quarter was higher than predicted, driven by a rebound in manufacturing and higher household spending.

Has China finally slid into a debt/deflation spiral?

Although weaker Chinese domestic demand is causing concern, this may not be the start of a long-term economic depression.

Inflation, interest rates, recession…

As global interest rates show early signs of topping or ‘rolling over’, asset managers are warning that the longer-term outlook has flipped from ‘lower for longer’ as experienced for more than a decade post-GFC, to ‘higher for longer’. “In our five-year outlook, we are putting higher inflation rates in on average over the next five years than you have seen over the last five years, or indeed the last 25 years,” said Colin Graham, Head of Multi Asset Strategies at Robeco, during a recent Momentum Investments webinar.

China’s recovery may be bumpy, but the focus should be on long-term growth drivers