One year on from the last stock market correction; The UK economy: mind the gap; US Fed demonstrates reassuring business as usual attitude; The ‘UniKraft pantomime’ – madness or system?; UK dividend investors benefitted from weak Pound: 2017 could see another boost One year on from the last stock market correction While this may lead… Read more »
US rate rises! UK rate rises?; Growth of the EZ: beware of bumps in the road; Solid Chinese loan demand could underpin further global economic growth; Finding the value in AIM; The Reflation Trade US rate rises! UK rate rises? Our expectation is that the Monetary Policy Committee will see the rise in inflation… Read more »
Trump’s ‘border adjustment’ tax and his plan to unburden US banks; Market focus returns to Europe; Regional shift in corporate earnings growth Market focus returns to Europe I personally do not believe that the EU will, during 2017, allow the Greek situation to deteriorate to crisis level again while German politicians are seeking… Read more »
From ‘Trump Bump’ to ‘Trump Slump’?; UK: ‘Reflation’ or the ‘wrong sort of inflation’?; Eurozone’s economic prospects improve; Currency devaluation cause and effect according to Trump; Economic insight: The commodity ‘super’ cycle From ‘Trump Bump’ to ‘Trump Slump’? After very intensive discussions of Tatton’s investment team and with external research providers, we… Read more »
Consumers make UK the G7 growth champion; Chinese New Year – an outlook to the year of the Rooster; Review of 2016 AIM stock market returns; Why the average private investor underperforms Consumers make UK the G7 growth champion Before getting overly optimistic about the UK’s far more than anticipated consistency in growth, it needs… Read more »