The Global Month Ahead – An insight into June 2011

In our regular feature Seven Investment Management (7IM) look forward to what the month ahead might hold. United Kingdom - Fixed Income Outlook Key Issues The Monetary Policy Committee’s forecasts are for inflation to gradually rise through to the end of the year and then fall back to 2% by 2013. Given the gloom on the high street and government cuts this view seems pessimistic, but with oil prices high, an uptick in inflation does seem likely. To complicate the interest rate picture, wage growth data has surprised on the upside with growth faster than expected at 2.3% in May. The ...

The Global Month Ahead – An insight into April 2011

In our regular feature Seven Investment Management (7IM) look forward to what the month ahead might hold. With the effects of the Japanese earthquake still being felt on the world's stock markets and the spectre of a prolonged conflict in Libya what will April hold for world markets? United Kingdom - Fixed Income Outlook Key Issues The UK has some relatively good fundamentals in that the government is addressing its large deficit in contrast to the situation in the US and Japan. The 28,000 rise in unemployment in March, with public sector cuts to come, will test the government’s resolve ...