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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Compass Autumn 2019

Compass Autumn 2019

🕔13:42, 7.dec 2019

Compass In this quarter’s publication, we focus on Europe – in particular to see if it is still an attractive place to invest despite the apparent headwinds. Europe can often appear a somewhat unwitting victim of events outside of its

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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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UK faces Brexit-fuelled General Election – what happens next?

UK faces Brexit-fuelled General Election – what happens next?

🕔17:29, 19.nov 2019

The outcome of the 12 December UK General Election could allow the UK to finally settle the issue of leaving the European Union (EU). This could be by passing the current negotiated Tory deal, choosing another deal under a Labourled

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UK economy rebounds to avoid recession

UK economy rebounds to avoid recession

🕔16:54, 14.nov 2019

The first release of UK GDP for the third quarter shows the economy avoided a technical recession. Real GDP growth was 0.3% quarter-on-quarter compared to -0.2% in the second quarter, although the latest figure did disappoint consensus expectations of 0.4%.

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Climate Change Reporting Preparing For A Zero-Carbon Future

Climate Change Reporting Preparing For A Zero-Carbon Future

🕔10:08, 13.nov 2019

Matthew Townsend and Sara Feijao of Allen & Overy LLP explain how climate change has risen to be a key concern for large listed companies and the reporting regime with which companies need to comply in the UK. There is

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UK set for snap election, what does this mean for sterling?

UK set for snap election, what does this mean for sterling?

🕔15:57, 12.nov 2019

The UK’s deadline for leaving the European Union has once again been delayed and another general election is on the way in December, but what does this mean for the currency markets? Despite Boris Johnson’s best efforts to force his

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Countdown to Brexit: Will a Christmas Election Deliver Clarity?

Countdown to Brexit: Will a Christmas Election Deliver Clarity?

🕔17:53, 5.nov 2019

December’s poll could lead to a quick exit—or a lengthy delay The UK’s general election on December 12 may finally bring some long‑awaited clarity over Brexit—or it may deliver an extended period of uncertainty and confusion. The poll will almost

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Will Brexit wreck it for UK credit?

Will Brexit wreck it for UK credit?

🕔11:13, 28.okt 2019

It is our view that the potentially negative impacts of an unruly departure from the EU are likely to be felt more acutely by the economy itself rather than credit markets As we approach 31 October and the UK’s deadline

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Negotiations on trade and Brexit continue, but has progress been made

Negotiations on trade and Brexit continue, but has progress been made

🕔14:03, 15.okt 2019

Last week’s surprise Brexit development was that a private meeting between UK Prime Minister Boris Johnson and the Irish Taoiseach Leo Varadkar resulted in what was described as a “pathway to a deal” . After weeks of negative reporting, the

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Brexit: extension of the deadline is likely, but the final outcome remains uncertain

Brexit: extension of the deadline is likely, but the final outcome remains uncertain

🕔11:08, 14.okt 2019

Recent developments and next steps: Early this month, the UK Parliament passed a motion instructing the Prime Minister (PM) Boris Johnson to request an extension of the Brexit deadline by 19 October, and rejected the PM’s request for elections before

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Why as an investor I’m looking through Brexit fears

Why as an investor I’m looking through Brexit fears

🕔08:30, 20.sep 2019

Following the twists and turns in Westminster of the past few weeks I expect many more market participants will simply place UK equities in the “too difficult” basket. Anecdotal stories of overseas investors selling their last UK stocks could start

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Political crisis in the United Kingdom

Political crisis in the United Kingdom

🕔10:39, 2.sep 2019

After the political crisis in Italy was almost resolved this week (supporters of the Five Star movement still have to agree to the new coalition), the British government could come under pressure next week. The British Parliament will return from

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If a no-deal Brexit is likely, what could it mean for sterling?

If a no-deal Brexit is likely, what could it mean for sterling?

🕔11:03, 23.aug 2019

The leadership change in UK government has brought a change of Brexit direction. While the pound has adjusted to reflect an increased likelihood of a no-deal Brexit, volatility markets still discount a further extension of the deadline as their central

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Help! The English have lost their sense of humor!

Help! The English have lost their sense of humor!

🕔11:02, 17.jun 2019

Monitor Brexit with the ‘OpinioPro Brexit Search Index’ Brexit and OpinioPro Brexit Monitor. Internet search for ‘brexit’ made an incredible peak in 2016 and returned in the limelight around the deadline in 2019. Context level: The peak of 260.000 would

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Markets still taking cover

Markets still taking cover

🕔04:04, 25.mei 2019

Week Ahead As the week draws to a close, events in the United Kingdom have turned upside down. At the end of last week, negotiations between the Conservatives (Tories) and the Labor Party over an EU exit procedure broke apart.

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Brexit deal voted down: what happens now?

Brexit deal voted down: what happens now?

🕔19:02, 18.jan 2019

Investment talks Developments and scenarios ahead: The Brexit deal’s defeat in Parliament was expected, but the size of the loss was not – the result of 432 votes against versus 202 for was quite a surprise. In light of the

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What could go right?

What could go right?

🕔01:02, 15.jan 2019

 Regional view – United Kingdom "…we fully expect another volatile year. However, it is also worth pondering what could actually go right." 

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What does Brexit Plan B look like?

What does Brexit Plan B look like?

🕔03:03, 12.jan 2019

Week Ahead The vote in the British Parliament on the divorce package with the EU, originally scheduled for December 11, will take place on Tuesday next week. The starting position is clear. Nobody expects the package to get a majority,

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Appreciate the unappreciated

Appreciate the unappreciated

🕔01:04, 8.jan 2019

Regional view – United Kingdom "we have every reason to believe that UK assets will not start to meaningfully underperform again"

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Brexit: Where do we stand and what should investors expect?

Brexit: Where do we stand and what should investors expect?

🕔08:26, 4.jan 2019

Where we stand and possible scenarios ahead After the EU approval of Brexit deal, we are going to pass through some tough times until the UK parliamentary vote on Brexit Withdrawal Agreement in December. UK Parliamentary ratification of the deal

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State Street Brexometer

State Street Brexometer

🕔15:02, 14.dec 2018

Gauging Investor Sentiment  on the Brexit Impact State Street commissioned PollRight* to conduct a survey of professional investors on their sentiment apropos Brexit. Respondents comprised institutional and alternative investors such as hedge funds, real estate and private equity**. In total,

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Brexit Clock Still Ticking

Brexit Clock Still Ticking

🕔15:02, 8.dec 2018

On 11 December, the UK House of Commons will vote on the proposed Withdrawal Agreement for the UK’s exit from the European Union, which was recently agreed by the UK government and the European Union. In this note, we provide our views on

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Are we there yet?

Are we there yet?

🕔01:03, 27.nov 2018

Regional view – United Kingdom "'Are we there yet?' is something we might hear asked more in the weeks and months (hopefully not years) ahead." 

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Zoek

Twitter

Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy. https://t.co/g8dneU9G6N

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

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