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Investment Opinions

7 min read

Goldilocks and the interest rate bear
23 March 2023

On the surface, the economic backdrop appears to have improved in recent months, with some commentators having seized upon this as evidence of a new ‘goldilocks’ period in the economy. GAM Investments’ Julian Howard examines whether this is a realistic scenario over the short-, medium- and long-term.

Charles Hepworth Blog

2 min read

Bank of England raises rates to 4.25%
23 March 2023

Markets expect future conditions to warrant one more hike

Charles Hepworth Blog

2 min read

Fed sticks to the script and hikes rates by 25 bps
22 March 2023

Central bank opts for the lesser of three evils