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Flexibility does not come for free

Flexibility does not come for free

🕔11:30, 21.jan 2020

Insight An EU-UK free trade agreement will result in new barriers to trade and border friction even if the UK chooses to unilaterally align itself with EU rules and regulations. Prime Minister Boris Johnson has said that the UK will “not

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Bank of England signals January rate cut

Bank of England signals January rate cut

🕔09:57, 17.jan 2020

We change our forecast to a near-term rate cut After a year of political uncertainty and volatility in the UK, more recently it has been the economic outlook that has recorded sudden change. As Governor Carney approaches his last monetary policy meeting as

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Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

🕔10:34, 16.jan 2020

House View What a week! Over the course of three days, investors were treated to a triple whammy of encouraging news. First, it was smooth sailing at Christine Lagarde’s first press release as head of the European Central Bank. As

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Top Risk 2020

Top Risk 2020

🕔14:06, 14.jan 2020

2020 is a tipping point. 2020 is a tipping point.We’ve lived with growing levels of geopolitical risk for nearly a decade, but without a true international crisis. Outside of geopolitics, global trends have been strongly favorable. That’s now changing. Globalization is key.

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Pyrspectives

Pyrspectives

🕔08:15, 8.jan 2020

Few political earthquakes come as big as this one. Boris Johnson has defied his critics and sceptics, including many in his own Party, and redrawn the political map of the UK. It is no small triumph that will become part

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Portfolio Manager Perspectives Mark Dowding’s Global Macro Update

Portfolio Manager Perspectives Mark Dowding’s Global Macro Update

🕔10:56, 31.dec 2019

Person of the Year 2020? Bolstered by election success, Conservatives dream of PM Boris being next year’s award winner. Global bond yields traded higher towards the end of this week as investors seized on constructive headlines pertaining to a China

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Elections clear way for Brexit

Elections clear way for Brexit

🕔10:44, 18.dec 2019

The risks of a hard break as of January 31 were already low, but are now off the table. For the markets, this should mean a little more confidence in an – albeit slow – recovery of the Eurozone economy.

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UK general elections

UK general elections

🕔09:47, 18.dec 2019

Yesterday’s results imply Mr. Johnson will ‘get Brexit done’. However, his plan to get a trade agreement done by the end of 2020 is likely to hit some snags. Indeed, the hard work begins now, and even a bare-bones agreement

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Lagarde, Johnson, Trump

Lagarde, Johnson, Trump

🕔07:42, 18.dec 2019

ECB president Christine Lagarde was comfortable in her new role. Nobody had expected a change in the ECB’s monetary policy, but everybody was interested to see how she would handle the press conference following her first meeting in charge of

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Johnson wins UK General Election – Brexit and the cost of election promises

Johnson wins UK General Election – Brexit and the cost of election promises

🕔16:59, 17.dec 2019

The Conservative Party under Boris Johnson secured a much bigger win in the election than polls had suggested. At the time of writing (1 seat outstanding), the Conservative looked on track to secure 365 seats and a majority of 80. This

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It is getting (a bit) clearer

It is getting (a bit) clearer

🕔15:53, 17.dec 2019

Global macro risks receding. As 2019 is drawing to a close, the major global macro risks are receding. The US will not implement the round of tariff hikes on Chinese products scheduled for 15 December while the UK elections have

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The people have spoken, so what next for UK markets?

The people have spoken, so what next for UK markets?

🕔14:48, 17.dec 2019

The near-term impact of the election result has been positive for markets, but what are the longer-term implications for the UK as a destination of global capital? Fidelity Global Special Situations Fund Manager Jeremy Podger gives his view on the

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Brexit a go after clear Conservative win

Brexit a go after clear Conservative win

🕔10:29, 17.dec 2019

The ruling UK Conservative Party won a large outright majority in Thursday’s election, giving Prime Minister Boris Johnson a stable government and mandate to deliver Brexit in January. The pound and domestic-focused UK equities should benefit from greater political certainty

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The land that time forgot

The land that time forgot

🕔07:39, 11.dec 2019

Since the 2016 EU referendum, the UK equity market has felt like the land that time forgot. Greater clarity over Brexit and UK politics should not only spur an immediate stock market rally but also encourage a longer-lasting reappraisal of UK-listed companies.

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When political risk crosses the Atlantic

When political risk crosses the Atlantic

🕔12:54, 10.dec 2019

Global investment views At the beginning of 2019, all eyes were focused on Europe, not only because of the risk of a Hard Brexit, but also because of the open crisis between the Italian government and the European Commission. The situation

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Elections – NHS promises are not forgotten

Elections – NHS promises are not forgotten

🕔12:37, 9.dec 2019

‘OpinioPro Brexit Search Monitor'

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The Next Recession

The Next Recession

🕔13:44, 7.dec 2019

Economic Outlook Presentation Recession Odds Recession Triggers Road to Recession Policy Response How Severe a Downturn  

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Early signs of stabilization

Early signs of stabilization

🕔12:48, 6.dec 2019

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either. In recent months, leading economic indicators stabilized. We remain somewhat hopeful that a truce in the trade war between China

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The global economy at the crossroads

The global economy at the crossroads

🕔11:43, 5.dec 2019

Dear Reader, Following the shock caused by near-20% declines during the fourth quarter of 2018, global equity markets rebounded strongly in early 2019 as the US Federal Reserve brought its rate hikes to an end in the first quarter before

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October has been dominated by big political misses

October has been dominated by big political misses

🕔12:00, 4.dec 2019

Market Overview October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how

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The view from EMEA

The view from EMEA

🕔14:03, 3.dec 2019

Global Asset Allocation  Down But Not Out After 21 months of slowing global growth, we are starting to see signs of stabilization, signaled by a potential bottoming in the industrial economy. The J.P. Morgan Global Manufacturing PMI ticked up in

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ASSET ALLOCATION STRATEGY

ASSET ALLOCATION STRATEGY

🕔13:36, 2.dec 2019

Market Analysis and Principal Investment Themes These cyclical shifts are based on: Encouraging declarations over a first phase agreement in the US-China trade talks; A much reduced risk of a hard Brexit in the short term; and A few PMI

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Last chance for Remain?

Last chance for Remain?

🕔07:44, 27.nov 2019

The UK votes in a general election on 12 December. Polls point to a Conservative victory, but another hung parliament is also possible In any case, the risk of a disorderly Brexit is now very low With a Conservative majority,

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Brexit: The Home Straight

Brexit: The Home Straight

🕔18:45, 25.nov 2019

A roadmap for the upcoming weeks projects meaningful mood swings Tentative ranges for cable: 1.10 for worst case; 1.30 for orderly exit; 1.55 for remain Ostensible inactivity between October 2 and October 14 may add more uncertainty to the process

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Brexit: The End Of The Beginning

Brexit: The End Of The Beginning

🕔07:41, 22.nov 2019

The final departure from 10 Downing Street is the defining visual that accompanies the end of every British premiership. Whether it’s the last wave in front of the famous black door, an emotional resignation from the podium, or the tear-stained

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Twitter

"We more than ever need a targeted investment agenda that stimulates ‘real’ economic growth," @hanswstegeman argues, "instead of the current financial agenda, which above all sustains elevated asset prices."

Discover our Q1 2020 Economic Outlook on our website now.

Global 5G deployment could trigger the emergence of a whole range of new services, say UBP’s experts. Read this piece to find out why and how.

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

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Hierbij een terugblik vanaf 2016:
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