Return of the ‘old normal’ or calm before the storm?; Central bank monetary policy: Divergence; Emerging Markets Outperform; Intel bets big on driverless cars Return of the ‘old normal’ or calm before the storm? The first quarter of 2017, therefore, feels like another one of those rare ‘Goldilocks’ periods, when the stock market climate is neither… Read more »
The Chancellor’s spring Budget: still waiting for a cure?; UK Housing Stable, London Faltering; Bitcoin more valuable than gold?; Snap Inc: The hottest IPO turns lukewarm as investors consider the future of advertising; Does waning Chinese stimulus threaten global growth?; Prospect Theory: the problem of ‘perceived performance’ The Chancellor’s spring… Read more »
February 2017 asset class returns; Sentiment shift or still ‘Trump rally’?; Europe: Welcome return to broad based growth; UK economy: too reliant on the consumer? February 2017 asset class returns For the moment the jury is out, whether the economic momentum that has built up since April/May last year will overcome political headwinds… Read more »
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 »
