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2018: investing in companies that can run up the down escalator

With 2018 just round the corner and most equity markets on high single or double-digit gains, the likelihood is that most bourses will have rewarded UK investors by the end

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European Banks could change from dogs to darlings

To our minds an investment in European banks represents potentially the single most attractive opportunity in our asset class. It is that very rare thing in the post quantitative easing

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Fed meets in Bank of Japan’s shadow

Central banks were, according to the script, supposed to be edging away from more stimulus. The Bank of Japan has proved this theory to be incorrect. While it didn’t go

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Learning from Lehman – eight years on

We are experiencing the boldest experiment in monetary policy of modern history. Stimulus efforts from the US to China rescued financial markets and the real economy, but this emergency first-aid

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Eurozone has dodged Brexit bullet so far

The European Central Bank (ECB) has decided not to change rates or quantitative easing, which has not come as a huge shock to anyone. So far, the eurozone economy has

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Interest rate cut by BoE

Back in March 2009 the MPC cut rates to 0.5% but the MPC unanimously voted today to reduce that further by 0.25% following the uncertainty caused by the Brexit vote.

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Emerging Markets – the big global trade

The big global trade right now is Emerging Markets (EM). EM fixed income is already performing well and is supported by strong technicals after years of excessive selling. Asset prices

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ECB likely to act in September

While we think Brexit uncertainty is mainly an issue for the UK economy, there is also bound to be some knock-on impact on the eurozone. With post-Brexit evidence still patchy, we

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The song remains the same

As we settle into the summer lull it is generally expected that markets drift sideways or lower as participants go away and volume dries up. This year has been so