Bullish sentiment begins to ring alarm bells The new year is starting up with a dynamic in global capital markets that even the bulk of the optimistic forecasts had not anticipated. This is somewhat at odds with the UK’s domestic situation where another miscalculation by the government’s leadership, resulted once again in the exact opposite… Read more »
Encouraging kick-off 2018 has started on a positive note. Despite widespread fears of a capital market upset caused by MiFID II coming into force on January 3rd, all remained calm and equity markets started with a positive week. This latest round of regulatory tightening across the EU’s securities markets will have some longer-term effects that… Read more »
As we move into 2018, the ‘end of the cycle’ has become the dominant topic for the investment community. This week we explore drivers and detractors to global growth in the coming year with emphasis on specific regions and asset classes. • 2017 economies: fared very well although it didn’t feel so brilliant in the UK:… Read more »
2017 drawing to a close As we look forward to the Christmas holidays and the new year ahead, we also tend to look back at what the year past brought us. In particular, in our profession, we look back at how the year actually unfolded relative to the expectations and forecasts we published a year… Read more »
Progress The week began with a homemade Brexit debacle and ended with what many commentators saw as real progress towards a constructive future relationship building between the exiting UK and the EU. Despite the Northern Ireland hiccup, we had sensed that, following last week’s exit bill compromise, there was a breakthrough in the air. I… Read more »
