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Investment Management
What's next for the global economy?
Economies are set for a period of broadening global growth but which areas will do well and which will disappoint?
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Investment Management
Could we see Wall Street leaders in the White House?
Many have discussed the idea of JPMorgan CEO Jamie Dimon running for US president.
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Investment Management
How prices have changed since Blair's landslide win
Though things may be more expensive today, the UK's economy is by no means growthier.
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Investment Management
How will Labour government impact wallets and portfolios?
Keir Starmer has chosen his cabinet, held his first press conference, and had his first conference call with US president Joe Biden. What's next?
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Investment Management
The policy and productivity conundrum for the new Labour government
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...
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Investment Management
Opportunities in UK post-election
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,...
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Investment Management
Will BoE cut rates in August?
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.
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Investment Management
Three Fed scenarios, same result
Does it make sense to add duration to portfolios?
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Investment Management
The next US president's problems and priorities
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.
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Investment Management
How will a Bank of England rate cut impact markets?
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...
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Investment Management
Why regulation could be the silver lining for CP and money market products
Regulators have been increasing their scrutiny of the markets since the March 2020 Covid-related liquidity crisis.
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Investment Management
Will inflation hit the 2% target in the UK?
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.
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