As we move into 2018, the ‘end of the cycle’ has become the dominant topic for the investment community. This week we explore drivers and detractors to global growth in the coming year with emphasis on specific regions and asset classes. • 2017 economies: fared very well although it didn’t feel so brilliant in the UK:… Read more »
2017 drawing to a close As we look forward to the Christmas holidays and the new year ahead, we also tend to look back at what the year past brought us. In particular, in our profession, we look back at how the year actually unfolded relative to the expectations and forecasts we published a year… Read more »
Progress The week began with a homemade Brexit debacle and ended with what many commentators saw as real progress towards a constructive future relationship building between the exiting UK and the EU. Despite the Northern Ireland hiccup, we had sensed that, following last week’s exit bill compromise, there was a breakthrough in the air. I… Read more »
Sudden, but not entirely unexpected It has been a week full of surprises and sudden turns of events, with the main unchanged parameter continuing to be the consistent and synchronised progress in global economic growth. Breakthrough on the Brexit divorce bill As widely reported, UK and EU negotiators reached a breakthrough this week around a… Read more »
Invincible markets? Global equity markets hit new all-time highs over the past week, now standing at a gain of roughly 18% for 2017. This took place while politics performed fairly shambolically wherever one looked and (western) society was shaken up by the threat of terrorism and widespread revelations about high profile harassment cases. If capital… Read more »
