Equity markets performed well in Q1 as investors responded to evidence of an improving global recovery. Markets showed resilience in the face of the US interest rate hike of 0.25% in March. However, investors are starting to question the implementation…
Read more...
Since the summer of 2016, when evidence of China’s economic stimulus started to impact upon markets, the hopes of a rise in global growth and a return of inflation have grown. This hope gained impetus when Donald Trump was elected…
Read more...
One immediate outcome of the General Election result was that sterling fell in value by 2% to US$1.27. A fall in the value of the pound will increase the impact of imported inflation. British manufactures and exporters have benefited from…
Read more... British blue chip stocks have barely looked back since the EU Referendum. The FTSE 100 reached a new all-time high of 7575 on 2nd June. The market has been assisted by a weak sterling, low interest rates and rising inflation.…
Read more...
Britain is the number one destination for foreign direct investment (FDI) after a surge in inflow levels not seen since the financial crisis. FDI rose to US$253bn in 2016 up from US$33bn in 2015 according to the Organisation for Economic…
Read more...
The Brexit referendum result caused significant uncertainty over the future of the City of London’s banking and investment activity. Commercial property value fell on the expectation of lower occupancy demand if institutions need to move to Dublin, Paris or Frankfurt.…
Read more... The number of new office buildings completed in London has hit a 13 year high after continuing demand from financial services and technology companies. 3.9 million sq ft of new office space was completed in the past 6 months, the…
Read more...
The logic behind Teresa Mays decision to call a snap General Election was understandable. She faced an extended period of difficult negotiations with the EU that would run into a General Election. The EU expected to deal with a UK…
Read more...
A key outcome for Britain as we negotiate our exit from the EU is to establish new trade agreements around the world. While within the EU, Britain cannot cut bilateral free trade agreements. New free trade agreements can help a…
Read more...