Latest news.
A bond market sell off & our Brexit view
5 October 2018Having written only last week that Trump's trade wars may prove a bizarrely supportive factor towards safely unwinding overvalued bond markets, I feel as if I provoked bond markets to prove me wrong. Amongst the other news stories,...
Poor politics containing bond market risks?
1 October 2018As September and Q3/2018 drew to a close, investors enjoyed a second consecutive week of positive returns, ending the period not only with positive returns overall, but also in an uptrend. This must have been all the more confusing...
Brexit clamour vs. real market new
27 September 2018The UK’s establishment had pinned high hopes on a Brexit break through at the EU’s Salzburg (non-Brexit specific) summit. The rest of the EU had different agenda priorities and so disappointment was inevitable. Judging by...
Financial Crisis – 10 years on
14 September 2018It was 10 years ago this week that US investment bank Lehman Brothers, was allowed to default. This event marked the beginning of the ultimate escalation from a severe credit crunch to a full blown global financial sector meltdown....
Interesting times ahead
7 September 2018It has been one of those weeks, where so much news comes across our desks that I do not quite know where to start and where to finish, but we can be sure not to get bored in the near term. After all the Brexit drama of the...
“Not the end of the world”
31 August 2018But not a walk in the park either. (Theresa May, Tue 28 August 2018) That’s how the Prime Minister described the prospect of a ‘no-deal’ Brexit. After a summer of dithering, does this mean the UK’s government is...