Are We Witnessing the US Dollar’s Fall From Grace?
Who’s Buying UK Shares And What Does It Tell Us?
UK Economy Rebounds To Avoid Recession
The first release of UK GDP for the third quarter shows the economy avoided a technical recession. Real GDP growth was 0.3% quarter-on-quarter compared to -0.2% in the second quarter, although the latest figure did disappoint consensus expectations of 0.4%.
Some Inconvenient Truths About Income
Fed Hits Pause, For Now
The US Federal Reserve (Fed) has cut rates by 25 basis points to take the target for the federal funds rate to 1.50%–1.75%. But in his press conference, Fed chair Jerome Powell indicated that the bar to further easing had been raised and would require a “material reassessment” of the economic outlook.
How Might EM Investors Benefit From The Continued Opening Up Of China’s Capital Markets?
How Damaging Are The Latest Interest Rate Cuts For European Banks?
Quarterly Markets Review – Q3 2019
How Might The UK Economy React To Different Brexit Scenarios?
Could WeWork Disrupt Offices Like Amazon Disrupted Shopping?
Office space provider WeWork has generated headlines recently with its plans to list on public markets. While the listing has been abandoned amid doubts over governance and valuation, we see the company as a significant disruptor of the office market across global cities. In fact, we think WeWork’s impact on how people work could be comparable to Amazon’s impact on how people shop.
Has Value Investing Been Disrupted?
Why Europe Is Fertile Hunting Ground For Income-Seeking Investors
How Does Geopolitics Impact Investment Returns And What Can You Do About It?
How Trade Wars Are Rocking The Wobbly World Economy
How Will Global Disruption Affect Small Cap Stocks?
Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption. Small capitalisation stocks, or small caps, can offer the potential for higher returns compared with investing in larger companies, although they are not without risks. As with all equities, investors may not get back the amount they originally invested.Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption.
Will Electric Cars Create Shocking Losses Or Supercharge Profits?
The auto industry is unloved. Investors worry that profits have peaked, given a sustained period of over-supply and as vehicle demand slows into weaker economic growth. Meanwhile, it’s becoming increasingly important for car makers to invest if they want to remain relevant in a world of electric vehicles and autonomous driving.
Will The UK Economy Slip Into Recession?
Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession.The UK economy contracted by 0.2% in the second quarter, following 0.5% growth at the start of the year.
Fed Rate Cut Spurs EMs Into Action
Like Brazil last week, India’s central bank surprised markets with a larger-than-expected cut, easing by 35 bps to take the policy rate to 5.4%. The accompanying statement was also rather dovish in tone and suggested more cuts to come. This month’s rate cut had been flagged at the previous meeting, the new governor’s first, which also delivered a rate cut.
Boris Johnson: The Challenges Faced By The New UK PM
Boris Johnson has won the Conservative Party leadership contest to succeed Theresa May as prime minister. The former Foreign Secretary and Mayor of London beat Jeremy Hunt, the current Foreign Secretary by a wide margin: 66% to 34% of the votes. From the outset, Johnson must navigate a deeply divided party, and a shrinking majority in parliament. In his campaign, he promised to use a no-deal exit from the EU as a real threat to gain leverage in negotiations.
Up In Smoke: Tobacco Firms Feel Burn Of Disruption
Is This Market Losing Its Marbles?
Are Profits No Longer Required?
Why The World Economy Is Like A Wobbly Bike
May Resignation Raises UK Recession Risk
Our economics experts share their views as Boris Johnson, who could easily take the UK out of the EU without a deal, is installed as favorite to become the UK’s next prime minister.