Our last blog post and newsletter entitled ‘A Soft Affair’ was written soon after Prime Minister Teresa May published her governments negotiating position with the EU over Brexit. Since the publication of the so called ‘Chequers Agreement’ there has been…
Read more...
With the publication of the government’s white paper – The plan for the UK’s Brexit, it now seems almost inevitable that there will not be a substantial break away from the EU when Brexit formally occurs in March 2019. Instead,…
Read more...
This edition of the investment portfolios has been one of the most demanding with so many factors at play at one time. We have taken into consideration global inflation, interest rate rises, US tax incentives and government spending, Brexit, trade…
Read more...
2017 was a year of exceptional equity returns for investors as global growth was synchronised across developed and emerging economies. The combination of both low inflation and low interest rates has been the foundation of strong returns across risk assets.…
Read more...
The USA is further down the path to normalised economics than any other developed country. The labour market is tight with only 3.9% of the eligible workforce unemployed, wage growth is improving, and the combination of President Trump’s recent fiscal…
Read more...
There is some evidence of the world economy slowing in part due to a reduction in global money supply. Europe is starting to feel the effects of the European Central Bank (ECB) reducing its quantitative easing (QE) bond purchasing programme…
Read more...
Facebook’s abuse of personal data has brought mega tech companies under the spot light of regulators keen to bring them to book and recover more tax revenue from them. While regulators consider their moves to further protect consumers, Amazon Prime…
Read more...
Analysts continue to be positive about the US even after a strong 2017 and the fall offs in February and March. Dividend growth from corporate earnings is a significant contributor to investor sentiment rising. Analysts are expecting over 60% of…
Read more...
Yields on the benchmark US 10 year Treasury Bonds have risen above 3% for the first time in more than four years. The US 10- year Treasury is the benchmark for world credit costs and rising yields will result in…
Read more...