Hung Parliament fuels political uncertainties
June 2017 Prime Minister Theresa May’s intention to increase her Parliamentary majority through a snap General Election ended in a hung Parliament. As a result, the UK Government found itself...
Adviser-Hub 4th Jul 2017
UK markets fall in June
June 2017 UK equity markets fell during June, undermined by renewed political uncertainties. The snap General Election culminated in a hung Parliament that forced the Conservative Party to seek sup...
Central bank hawks start to circle
June 2017 Gilt yields rose strongly during June amid mounting speculation that the Bank of England might tighten monetary policy. Three members of the Monetary Policy Committee voted in favour rais...
Global bond yields surged in June
June 2017 The global bond market came under pressure towards the end of June. Bond yields surged and prices fell, undermined by rising speculation that central banks might start to tighten monetary...
Reflationary forces at work in Europe
June 2017 Reflationary influences have replaced deflationary forces in the eurozone, according to European Central Bank President Mario Draghi. His remarks triggered speculation that the ECB might...
Brazil moves out of recession
une 2017 Having languished in recession for two years, Brazil’s economy finally moved out of recession during the first quarter of 2017. Nevertheless, the outlook for Brazil’s economy r...
Japan's inflation remains well below target
June 2017 Although Japan’s economy continues to improve slowly, the country’s rate of core consumer price inflation remains subdued. This is creating a headache for Japan’s offici...
Where next for monetary policy?
Investors were unsettled by speculation that leading central banks might be considering an end to their ultra-loose monetary policy. Following the US Federal Reserve’s third interest rate increa...
Fed tightens interest rates again
June 2017 The Fed raised its key interest rate by 0.25 percentage points to a range of 1% to 1.25%, representing its highest level since 2008. The Fed also intends to begin cutting back its balance...
Tech crash 2:0
US valuations look extremely punchy, relative to history and relative to earnings. However, strength this strength is almost entirely down to one sector: technology. A handful of technolog...
Adviser-Hub 29th Jun 2017
May’s nightmare: How to learn from failure
“I have not failed. I've just found 10,000 ways that won't work” - Thomas A. Edison The common view of failure is that it is simply a setback on the path to achievement...
Profiting from Share Price Patterns
Is there any useful information in past share prices that practitioners can incorporate into factor portfolios? This month we examine behavioural reasons why investors might undervalue short-term outp...
Adviser-Hub 27th Jun 2017
Brexit: one year on
One year after the Brexit referendum, negotiations between the EU and the UK have finally started, although the UK Government’s position has been undermined by the hung Parliament. Having fallen...
Bullying or strong leadership?
It’s been a bad week for bullies, following the departures of senior executives at Uber and a report into British Cycling. Bullies have been exposed in recent weeks, but in both case...
Adviser-Hub 22nd Jun 2017
Bond or equities: Which market has the more realistic view?
Bond or equities: Which market has the more realistic view? Bond and equity markets are telling very different stories about the state of economic growth: Which is right? Equity market earnin...
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