Latest commentary from our Research Team
| Too Soon To Be Doomed | 02/07/2010 |
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Since the end of April, when equity markets reached their post-crisis peaks, global equities as measured by the Morgan Stanley World Index have retreated by 12% in Sterling whilst global government bond prices have risen. more >> |
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| Just When It Was All Going So Well... | 12/05/2010 |
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As we write this, the UK election results and European Sovereign debt problems are unsettling investment markets. The immediate impact of the former - having delivered a hung parliament - is still evolving but, as we suggested could be the case in our article two weeks ago, so far it is leading to pressure on Sterling and UK government bond prices. more >> |
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| Will Investors Be "Hung Out To Dry" By A Hung Parliament? | 28/04/2010 |
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With Nick Clegg (and by extension, the Liberal Democrats) emerging as the stars of the television debates, if voters act according to the post-debate opinion polls the outcome to the UK general election on May 5th will be a hung parliament. more >> |
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| The Story So Far | 21/04/2010 |
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In the last decades of the 20th Century, investors enjoyed the fruits of the so-called "great moderation". It was believed that governments and central banks could dampen economic cycles - preventing the booms & busts that caused widespread social pain and unrest. more >> |
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| The Question of Growth | 14/04/2010 |
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The countdown to the May 6th general election has unsurprisingly intensified the political debate about the economy. more >> |
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