3 September 2017 Welcome to the launch of what will be a regular strategy review. Macro-themes have dominated market moves, especially following the Brexit referendum and the US and French elections. With the Trump Presidency entering a potentially decisive six months, I believe this will remain true during the year ahead. I am a believer [...]
1 August 2017 The recent release of second quarter GDP data had something for everyone. For the post-Brexit sceptics, the meagre 0.3% gain (following a similarly paltry advance in Q1) confirmed the economic recovery was faltering. Recently, weak consumer spending has been a major headwind, resulting from modest income growth and higher prices following sterling’s [...]
22 June 2017 The Conservative Party’s failure to gain a majority of Parliamentary seats in the June 8 snap election has shifted the landscape on key policy issues. In particular, Prime Minister Teresa May had asked the British electorate for a mandate to adopt an aggressive stance in upcoming Brexit negotiations, including walking away if [...]
The London School of Economics has published this very useful guide to some of the UK's options for their future trading relationship with the European Union. Brexit Options