Economics

Concerns over hedge fund Treasury bets

Down to 8.7 million

Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this backdrop, Fidelity’s fixed income team highlight the reasons why now is a good time to be allocating to cash in your investment portfolio.

Review of 2023’s monetary policy decisions

Worried about inflation persistence

From 2.9% in October

From an estimate of 4.9%

Productivity ‘in the doldrums’

The euro area and US central banks have applied similar monetary policy tightening over the past 18 months with distinctly different results. We see three key reasons why

Speaking to Treasury Select Committee