Pre summer-holiday investment check As we head towards the summer holidays, it’s worth checking on some of the expectations we had at the start of the year. The road to Brexit Just over a year on from the referendum result, the UK’s future relationship with the EU is about as unclear as it was then…. Read more »
Global growth ploughs on while markets take a breather Rather unsurprisingly, investment returns’ upward momentum slowed in Q2, and in some cases reversed, following the very strong results of the first quarter. In particular, June developed very much along the lines we had anticipated, which was that, with economic growth perspectives returning from ‘gushing’ back… Read more »
Return of the Taper Tantrum In almost perfect alignment with the turn of the British summer weather, capital markets turned distinctly soggy over the past week. This, however, can for once not be blamed on the lately so hapless prime minister, nor Brexit. It is simply the result of disoriented markets and unfortunately quite aligned… Read more »
Quo Vadis – where to – Britain? It is almost exactly a year since Britain’s electorate voted to leave the EU. In the 12 months since, extraordinary consumer resilience first catapulted the UK to the top of the G7 growth league and then returned the nation down to the bottom end. Likewise, in politics, what… Read more »
Central Banks – None the Wiser While politics and another desperately sad case of corporate man-slaughter dominated UK news, economics at home and abroad were dominated by central bank policy action, in-action and signs of rate setting committee dissent. Unwinding of QE – first appearance on the horizon While there were no real surprises… Read more »
