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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.

2019

NOVEMBER

11NOV 2019

Economics

UK economy rebounds to avoid recession

Unless the economy improves and a smooth Brexit is achieved, interest rates may be lowered.

07NOV 2019

Economics

Bank of England takes dovish turn, but for how long?

While two members vote to cut interest rates, recent developments suggest the prospect of this happening are fading.

OCTOBER

31OCT 2019

Economics

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

17OCT 2019

Markets

Brexit deal reaction: recession averted?

What are the implications of today's breakthrough in Brexit negotiations?

15OCT 2019

Markets

Does private equity really cause jobs losses?

Private equity has a mercenary reputation for asset stripping and job cutting as a matter of course. We don’t think this shows the whole picture.

15OCT 2019

Economics

Infographic: A snapshot of the world economy in October 2019

In this month’s infographic we look at how the UK economy might react to different Brexit scenarios.

14OCT 2019

Markets

Infographic: Sustainability Report Q3 2019

Read our latest insights on climate change, electric vehicles, Amazon, proxy voting and ESG in value investing.