UK

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Markets

18SEP 2019

Why as an investor I’m looking through Brexit fears

Market participants would do well to keep sight of the bigger picture as they navigate the UK equity market

2019

AUGUST

01AUG 2019

Economics

No-deal Brexit risk fails to spark BoE action

Constrained Bank of England keeps interest rates on hold as markets continue to ignore the bank’s forward guidance

JULY

31JUL 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2019

This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.

31JUL 2019

Economics

Why weaker pound has failed to turbocharge the economy

Without an increase in exports, the expected benefit from the currency depreciation is lost.

23JUL 2019

Economics

Boris Johnson: the challenges faced by the new UK PM

The “do or die” Brexiteer will face enormous challenges from the outset as the UK’s new prime minister. We look at what his victory might mean.

10JUL 2019

Economics

Tough times for the UK may force rate cut

Brexit uncertainty is hampering growth, which may force the Bank of England to cut interest rates.

JUNE

03JUN 2019

Markets

Why we see value in UK social supported housing

With yields in global commercial real estate at all time lows, investors are looking for areas that still offer value. We discuss the compelling opportunities in UK social supported housing.

MAY

24MAY 2019

Economics

May resignation raises UK recession risk

Our economics experts share their views as Boris Johnson, who could easily take the UK out of the EU without a deal, is installed as favourite to become the UK’s next prime minister.