- 05 Jul 2024
The Labour Party’s election win means it can govern with considerable freedom and as the party's fiscal agenda is modest, with a focus on delivering economic stability, there should also be limited implications...
- 05 Jul 2024
As widely expected, the Labour party won a convincing majority on 4 July elections and its leader Sir Keir Starmer becomes prime minister. While stock markets might once have taken fright at a Labour government,...
- 04 Jul 2024
Inflation is now at the 2% target, the first time since July 2021, and two monetary policy committee members voted for a 0.25bps cut at the June meeting.
- 03 Jul 2024
Does it make sense to add duration to portfolios?
- 01 Jul 2024
Biden and Trump have each laid out how they would approach the fiscal cliff, but investors need to understand the range of potential outcomes, not to mention how messy the process could be.
- 27 Jun 2024
Financial markets widely expect an interest rate hold by the Bank of England on June 20, but what if they’re wrong? A surprise cut is likely to have ripple effects across the stock, bond and currency...
- 27 Jun 2024
Regulators have been increasing their scrutiny of the markets since the March 2020 Covid-related liquidity crisis.
- 24 Jun 2024
UK inflation figures are being more closely watched, and is expected to have hit the official 2% target last month, from 2.3% in April.
- 18 Jun 2024
Dividends continue to play an important role in equity portfolios with respect to income, enhancing total returns and style bias.
- 20 May 2024
Markets are unusual right now and investors need to be better prepared particularly in private debt markets.
- 17 May 2024
As 900 million Indian citizens head to the polls, what should investors expect from the region's general election?
- 14 May 2024
The US economy’s strength in recent months is broad-based, with strong growth in all subcategories of GDP. Will this continue?
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