Brexit

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Markets

13DEC 2019

What does the Conservatives’ victory mean for the UK economy and markets?

The large majority for Boris Johnson’s Conservative party sees the pound and UK shares react positively, as investors welcome greater clarity on the policy backdrop.

Economic & Strategy Viewpoint

22NOV 2019

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2019

NOVEMBER

15NOV 2019

Economic & Strategy Viewpoint

Janet Mui: weekly economic update

The UK economy continues to flag. The eurozone fares better as Germany avoids recession, and in China the authorities look increasingly likely to intervene further to support growth.

11NOV 2019

Economic & Strategy Viewpoint

Ahmet Feridun: Monday markets - the week ahead

Markets are looking out for a raft of global economic data due this week, as well as digesting political events such as the weekend's Spanish election results and upcoming US impeachment hearings.

08NOV 2019

Economic & Strategy Viewpoint

Janet Mui: weekly economic update 8 November 19

China and the US agree in principle to remove tariffs, sparking a wide rally in equities. In the UK, the Bank of England has held its key interest rate unchanged – while indicating a readiness to cut.

04NOV 2019

Economic & Strategy Viewpoint

Ahmet Feridun: Monday markets - the week ahead 4 November 19

Markets are buoyed by broadly positive data and the Federal Reserve's rate cut. In Europe, Germany may have slipped into a technical recession. Uber and Disney to report this week, among others.

OCTOBER

31OCT 2019

Brexit

UK election 2019: countdown to 12 December

The reduced risk of a no-deal Brexit scenario has caused the pound to rise in October – but fresh election uncertainty continues to hold back UK assets and sterling

25OCT 2019

Economic & Strategy Viewpoint

Janet Mui: weekly economic update 25 October

There has been some political progress on a Brexit agreement, increasing the appeal of UK assets. In the eurozone, economic activity remains weak.

21OCT 2019

Economic & Strategy Viewpoint

Ahmet Feridun: Monday markets - the week ahead on 21 October

Hopes of any of rapid Brexit progress are fading. More importantly, this week brings manufacturing data for September – as well as 2020 earnings outlooks from a number of bellwether global companies.

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Marc Brodard

Marc Brodard

Head of Private Clients - Switzerland
Telephone:
marc.brodard@schroders.com