Economics

22NOV 2017

UK Budget: Stamp duty cut buys time for Hammond but can't hide challenges

Economics

22NOV 2017

UK Budget: Stamp duty cut buys time for Hammond but can't hide challenges

The Chancellor of the Exchequer delivers giveaways to key policy areas despite worsening economic and fiscal outlook.

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Markets

22NOV 2017

Yield curve flattening: overdone or more to come?

Markets

22NOV 2017

Yield curve flattening: overdone or more to come?

Investors often fear a flattening of the US yield curve as it tends to suggest a lower growth environment ahead. But we think quantitative tightening…

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Markets

21NOV 2017

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Bon Bonn? What the UN Climate Conference taught us

The 23rd UN Climate Conference in Bonn last week showed that the world needs to seriously accelerate efforts to counter climate change.

Markets

21NOV 2017

Pound devaluation: how the lessons of 1967 apply today

The UK actively devalued its currency in 1967, but the 20% fall in the pound since the Brexit vote continues a long-term trend of devaluation.

INVESTMENT OUTLOOKS 2017

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