Brexit

Highlight

Economics

13JUL 2018

UK's Brexit proposal pleases nobody but is an important step forward

The proposal seeks a softer Brexit for exporters of goods, but a hard Brexit for services.

2018

JUNE

07JUN 2018

Markets

UK M&A: what is driving the pick-up in activity?

There has been a marked increase in bids from overseas companies underlining the relative valuation opportunity offered by the UK equity market.

MAY

10MAY 2018

Economics

Bank of England pauses hikes, awaiting more clarity

The market now shares our view that the next UK rate rise will be in November.

MARCH

19MAR 2018

Markets

Why UK-focused stocks look their cheapest in a decade

Uncertainty around Brexit means UK shares have rarely been as unfashionable. The negativity may be overdone.

2017

DECEMBER

08DEC 2017

Economics

Is the UK government heading towards a softer Brexit?

The joint progress report leaves several options open for the UK but phase II of negotiations is likely to prove at least as difficult as phase I.

SEPTEMBER

22SEP 2017

Economics

Markets shrug at May's Florence speech

Theresa May’s speech confirmed that the UK is seeking a transition period but gave few further details on the final shape of Brexit.

JULY

25JUL 2017

Markets

The FTSE in 2017: six charts that tell the story so far

The UK stockmarket rose in the first half of 2017 in the face of political and economic uncertainty. We look at why and what the future may bring.

JUNE

26JUN 2017

Economics

Where next for the global economy?

Keith Wade gives a mid-year overview of the global economic outlook. Topics include fading political risk in the eurozone, challenges posed by Brexit, prospects for the “Trump trade” and a discussion of current low market volatility.