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16 results found for `economics`
Showing page 1 of 2

Blog

Brexit – where are we now?

Mitchell Fraser-Jones 8 November 2017 7 min read

Leaving the politics to one side, we have commissioned Capital Economics to look purely at the economic consequences of Brexit. We’ve found this exclusive report very valuable, interesting and ultimately, from the perspective of our investment strategy, very reassuring. It reinforces our confidence that the portfolios are positioned very appropriately for the long-term and that is why we want to share it with you…

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Insights

Behind the curve

David McWilliams 18 July 2017 11 min read

Is technology taking over our world and what does it mean for the global economy and for our way of thinking about the world? In this update, we look at the connections between technological innovation, low productivity, wage deflation and the conundrum faced by central banks everywhere…

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Insights

Kilkenomics: the Undercover Economist

Mitchell Fraser-Jones 4 January 2017 8 min read

Award-winning economic journalist Tim Harford discussing randomness, the shortcomings of economic forecasting and the changing impact of globalisation.

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Blog

Balancing act

Mitchell Fraser-Jones 24 May 2016 6 min read

All the talk of rebalancing the UK economy that we heard from policymakers in the immediate aftermath of the financial crisis has led to nothing. The UK economy is more unbalanced today than ever before.

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Blog

Budget surplus? Get a reality check

Neil Woodford 18 March 2015 3 min read

We have believed for some time that the growth and inflation assumptions embedded in the forecasts of central banks around the world, are consistently too optimistic. In the case of the United Kingdom, this applies also to the Office of Budget Responsibility.

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Insights

Europe’s inside story

David McWilliams 22 January 2015 7 min read

David McWilliams draws a comparison between ancient England and today’s EU.

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Blog

Franc talking

Mitchell Fraser-Jones 16 January 2015 2 min read

Yesterday’s announcement by the Swiss National Bank that it would be ditching the euro peg that had been in place since 2011, has caused considerable upheaval in financial markets.

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Insights

Fund roundup, December 2014

Mitchell Fraser-Jones 12 January 2015 4 min read

Conditions in December were unusually volatile and trading volumes much higher than would normally be the case at that time of year.

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Insights

Groundhog day

Shaun Richards 30 December 2014 6 min read

As this year draws to a close we can in the UK at least raise a glass to what has been a successful year in terms of economic growth.

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Insights

Fund roundup, November 2014

Mitchell Fraser-Jones 8 December 2014 4 min read

The UK equity market continued its upward march in November despite generally disappointing economic data both at home and abroad.

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