According to the ECB, markets have over-interpreted the deletion of the mention that the “Council will act by using all the instruments available”. This removal has been justified (1) to communicate reduced tail risks; and (2) to signal that there is no longer a sense of urgency in taking further… Read More »
Yann Quelenn -
During the second debate of the French Presidential Election, the 11 candidates had the chance to expose their views on many different topics. Emmanuel Macron was widely expected to win and he was hardly attacked by the other candidates. No candidate performed badly and so it was very hard to… Read More »
As far as most commentators are concerned, the first round of the French presidential elections, due to take place on April 23, will be a race to see who faces the far-right National Front leader Marine Le Pen in the run-off in May. Despite the failure of the anti-immigration, anti-European… Read More »
The triggering by the UK of the European Union’s Article 50 today formally signals the UK’s intention to seek a divorce and allows exit negotiations to begin in earnest. What does this means for British companies and the risks and opportunities that may arise from ‘Brexit’? What do we know… Read More »
On the day the UK prime minister Theresa May triggered Article 50, beginning a twoyear process that will see the country leave the EU, we find out from our economists what they expect now for the UK economy Since the UK voted to leave the European Union the domestic economy… Read More »
Amid the further steps taken last week by the Fed and the PBOC to normalise policy and lean against improving economic and asset price momentum, a debate among investors continues to rage about how much global monetary policy is tightening and whether market pricing is appropriately calibrated to policymakers’ reaction… Read More »
William Davies -
Since 2009 quality and growth companies have outperformed significantly. However, sentiment changed following the UK’s decision to leave the EU and the election of US President Donald Trump. Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles,… Read More »
Ryanair, Europe’s No 1 airline, today called on the UK Government to put aviation at the forefront of its negotiations with the EU and provide a coherent post-Brexit plan, or risk leaving the UK without any flights to/from Europe for a period from March 2019, when it exits the EU.… Read More »
State Street Global Exchange released the results of the State Street Investor Confidence Index® (ICI) for March 2017. The Global ICI increased to 95.4, up 4.2 points from February’s revised reading of 91.2. Confidence among the European investors improved with the European ICI rising 11.9 points to 95, up from… Read More »
Paul O’Connor, Head of Multi-Asset, examines the implications of the UK triggering Article 50 of the Treaty of Lisbon, which formally begins the process of the UK’s withdrawal from the European Union (EU). So, here goes. Prime Minister Theresa May is expected to trigger Article 50 of the Lisbon Treaty… Read More »
Podcast