What is your outlook on the current economic situation?

clock

Outlook from Kames Capital's Stephen Jones, Joint Head of Fixed Income

DISCLAIMER

The opinions presented are those of Kames Capital Fund Managers as at the time of publishing and may change as subsequent conditions vary.  They are not intended to be relied upon as a forecast, research or investment advice, and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Companies mentioned may not necessarily be held in any of Kames Capital funds. The information and opinions contained in these pieces are derived from proprietary and non proprietary sources deemed by Kames Capital to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. Reliance upon information in this material is at the sole discretion of the listener/viewer.

This video is not intended for retail distribution and is directed only at investment professionals. It should not be distributed to, or relied upon by, private investors. The information in this video is based on our understanding of the current and historical positions of the markets. The views expressed should not be interpreted as recommendations or advice. Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.

The Kames Inflation Linked Fund is Sub-Funds of the Kames Capital ICVC (an Open-Ended Investment Company). Kames Capital plc is the Authorised Corporate Director (ACD) of the company.

Kames Capital is an AEGON Asset Management company and includes Kames Capital plc (no: SC113505) and Kames Capital Management Ltd (no: SC212159). Both are registered in Scotland and have their registered office at 3 Lochside Avenue, Edinburgh Park, Edinburgh, EH12 9SA. Kames Capital plc is authorised and regulated by the Financial Services Authority (FSA reference no: 144267). Kames Capital plc provides segregated and retail funds and is the Authorised Corporate Director of Kames Capital ICVC, an Open Ended Investment Company.  Kames Capital Management Ltd provides investment management services to AEGON, which provides pooled funds, life and pension contracts. Kames Capital Management Ltd is an appointed representative of Scottish Equitable plc, an AEGON company, whose registered office is 1 Lochside Crescent, Edinburgh Park, Edinburgh, EH12 9SE (FSA reference no: 165548).

More on Economics / Markets

Five-fold surge in advisers buying gilts for clients in 2024

Five-fold surge in advisers buying gilts for clients in 2024

AJ Bell finds 436% increase in gilt purchases on its Investcentre

Isabel Baxter
clock 10 February 2025 • 1 min read
Bank of England cuts interest rates by 25bps to lowest level in 18 months

Bank of England cuts interest rates by 25bps to lowest level in 18 months

First MPC meeting of the year

Sorin Dojan
clock 06 February 2025 • 3 min read
Trump's realised tariff threats sends markets and currencies into a tailspin

Trump's realised tariff threats sends markets and currencies into a tailspin

US sets sights on EU next

Eve Maddock-Jones
clock 03 February 2025 • 2 min read

In-depth

Tough but manageable: The advice PII market in 2025

Tough but manageable: The advice PII market in 2025

What is a competitive PII premium?

Sam Barker
clock 04 February 2025 • 9 min read
Acquisition analysis: The top six biggest M&A deals in 2024 by AUM

Acquisition analysis: The top six biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

Isabel Baxter
clock 30 January 2025 • 4 min read
Israel-Gaza ceasefire: Implications for UK investors and financial advisers

Israel-Gaza ceasefire: Implications for UK investors and financial advisers

Sahar Nazir explores how geopolitical tensions and resolutions impact UK investors

Sahar Nazir
clock 27 January 2025 • 4 min read