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Mike Riddell

Senior Fixed Income Portfolio Manager

Insights by Mike Riddell

Outlook & Commentary
Brexit negotiations will be the biggest factor in whether the Bank of England changes its monetary policy – which means the BoE will likely be driven by politics for the next few months. Don’t expect a rate hike at the central bank’s November meeting, but inflation, the labour market and the UK budget could all affect the BoE’s future decisions.
Mike Riddell | 25/10/2018
Outlook & Commentary
We don’t expect the Bank of England’s monetary policy committee to announce a rate hike at its next meeting – or anytime in the next two years, barring some rebound in macro data. At the same time, the BoE doesn’t want the markets to be complacent about its ability and willingness to do so.
Mike Riddell | 13/09/2017
Investment Themes & Strategy
The British pound’s decline is hitting the UK consumer in the form of rising inflation and noticeably slower growth, even as business confidence and other “soft” data points remain positive. It may be the harsher realities that show through in the Bank of England’s forecasts.
Mike Riddell | 09/05/2017
Active is: Allianz Global Investors
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