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- The shift from false dawns to false dusks in the second half of the VILE decade 0 comments
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- Report – read my lips we are recovering; and a very British forward guidance 0 comments
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- Why doesn’t the DMO redeem the War Loan? 0 comments
- Liquidity Provision vs Stimulus: Understanding the difference between QE1 and QE2 (and twist). 1 comment
- The shift from false dawns to false dusks in the second half of the VILE decade 0 comments
- Contact Us 0 comments
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The shift from false dawns to false dusks in the second half of the VILE decade
We believe that tapering of the Fed’s enormous liquidity programme will begin by the September 18th Federal Open Market Committee (FOMC) meeting at the latest, and the process should be completed by March 2014. This will lead to inevitable speculation over the first rate hike. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jun 6, 2013 at 12:24pm
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UK Pension Regulator increases focus on maximising investment returns
Summary: The UK Pension Regulator’s annual funding statement promotes increased focus on investment returns. Academic work shows a clear relationship between current real interest rates, which are extremely low, and subsequent asset returns (beta) over the medium term. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 23, 2013 at 4:01pm
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Report – read my lips we are recovering; and a very British forward guidance
• MPC has greater confidence in the modest economic recovery. Growth restrained by weak international activity. Little that monetary policy can do to alleviate this problem. This is as good as it gets for the time being. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 21, 2013 at 4:36pm
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Ignis Rates: Q2 key themes and outlook
It is a truth universally accepted that ultra-loose monetary policy has driven global financial markets over the past five years. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Apr 30, 2013 at 11:44am
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Eurozone economic malaise continues to confound forecasts
The eurozone economy contracted by 0.6% during the fourth quarter, more than the -0.4% consensus expectation. This left GDP 0.5% lower during the calendar year, after growth of 1.5% during 2011, but over the four quarters to the end of the year real GDP contracted by 0.9%, leaving a 0. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 4, 2013 at 3:01pm
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The Autumn Statement – Things can only get Osborne
It was a clever Autumn Statement, which maximised the growth potential of the meagre resources at the Chancellor’s disposal. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Dec 7, 2012 at 4:54pm
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Mark Carney and other Fairground Attractions
There will be a further £6.1bn worth of Bank of England Quantitative easing (QE) next March to reinvest the redemption proceeds from the Bank’s holdings of the 4.5% 2013 gilt. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Nov 30, 2012 at 5:09pm
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