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China's countdown to congress
Josh Crabb, head of Asian equities, Old Mutual Global Investors
Tesco on track for full recovery
This morning Tesco reintroduced an interim dividend of 1p for the first time since its accounting scandal in 2014/5.
An empty victory for Merkel
Merkel’s diminished standing in the polls will likely disappoint proponents of European rebalancing, comments Ian Ormiston, manager, Old Mutual Europe (ex UK) Smaller Companies Fund, Old Mutual Global Investors.
The Fed Ploughs Ahead
Against a strong economic backdrop and low-level inflation, the US Federal Reserve (Fed) has kick started its balance sheet-reduction programme, paving the way for further tightening.
BoE Puts Its Foot Down
"The Bank of England’s (BoE) trade-off is beginning to give the central bank some discomfort: engaging in record low interest rate policy to promote job growth at the expense of the damage to real incomes is growing more risky, as unemployment falls to 30-year lows and CPI inflation rises to 2.9%."