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Are gilts failing to shine for institutional investors?
05 February 2025RLAM comments on the state of play in gilt yields ahead of the BoE's next rate cut decision
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BoE caught between inflation and sluggish economy, RLAM says
23 December 2024But still predicts three cuts in 2025
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BoE calls for increased transparency around PE-backed (re)insurers' exposures
03 December 2024Warns of systemic risks at the intersection of the PE and life insurance sectors if vulnerabilities not addressed
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ECB and Fed rate cuts won't sway BoE, Canada Life Asset Management says
17 September 2024Affiliate expects Thursday rate decision to hold rates steady, despite recent poor economic data
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Q2 2024 dominated by three themes, LV= CIO says
20 August 2024"In almost seamless continuation from Q1," Adam Ruddle notes
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Overdue, healthy, market correction suggest overblown fear of recession
14 August 2024The recent market correction has been a healthy one that's shaken markets out of their complacency, according to Zurich, and the environment is still supportive of investment in US equities - as long as volatility doesn't stay for too long
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Expect BoE to pause rate cutting before UK budget, Canada Life Asset Management says
13 August 2024UK inflation figures expected to increase to 2.3% tomorrow after two months on target
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Insurers cautious but unalarmed by equities volatility
06 August 2024RLAM says investor nervousness on the US recession risk may be overstated
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One swallow doesn't make a summer - market reacts to BoE's rate cut
01 August 2024Decision welcomed, with some concerns over "intriguing" timing
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BoE 1 August rate cut "finely balanced", Canada Life Asset Management says
31 July 2024Steve Matthews says first rate cut not far off, but expects bank's MPC to hold rates this time