The US economy expanded at an annualised rate of 2.2% during the first quarter of 2012. At least it was above 2% and is likely to be revised slightly higher over the next couple of months. More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 8, 2012 at 4:46pm
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Most opinion polls point to a victory for Francois Hollande over Nicolas Sarkozy in the forthcoming French presidential election. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Apr 18, 2012 at 11:38am
Chris Bowie, head of credit and manager of the Ignis Corporate Bond Fund, and Stuart Thomson, chief economist and co-manager of the Ignis Absolute Return Government Bond Fund, discuss the various issues facing the fixed income sector and share their latest market views. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 29, 2012 at 5:21pm
The Yen has peaked on a trade weighted basis and against the US Dollar and is expected to weaken significantly during April. The basis for this forecast is the political necessity for currency weakness at the start of the new fiscal year. More
Grant Peterkin
Senior Portfolio Manager, Co-Fund Manager
Mar 29, 2012 at 12:00pm
Rating agencies assessments from Fitch and Moody’s provide a timely reminder that neither the economic nor political cycles favour any material relaxation of fiscal policy in the UK. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 20, 2012 at 3:53pm
The Bank of England’s Monetary Policy Committee duly provided the additional £50bn worth of conventional gilt purchases that the market had been expecting at its February meeting, although two external members, Adam Posen and David Miles had wanted a larger amount of £75bn and some others ha More
Stuart Thomson
Chief Economist, Co-Fund Manager
Mar 6, 2012 at 11:25am
The Ignis Rates CBOY Committee has awarded Mervyn King their central banker of the year award in 2008, 2009, 2010 and we have once again unanimously voted to award him the title for the fourth year in succession for 2011. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Feb 13, 2012 at 12:44pm