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BoE rate cut trajectory unaffected by higher April inflation figures, investors say
30 May 2025UK CPI print last week came in at 3.5%, up from 2.6% in the 12 months to March
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Lloyd's syndicates ventured 'beyond the core' in 2024
01 May 2025For most syndicates, 'core fixed income' was the anchor for their portfolios - but that did not prevent some from charting more distant waters with their general accounts in 2024
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Next BoE cut still May, RLAM says, though fuller picture still to emerge
21 March 2025Senior economist says BoE still concerned about persistent inflation
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BoE will cut rates in May despite Jan inflation figures, RLAM says
21 February 2025As recent inflation figures paint mixed picture
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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