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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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:03, 19.nov 2018

Global markets and multi-asset portfolios The Brexit “Leave” campaign assured the electorate that the benefits the UK enjoys as a manufacturing export base to the European single market, with London unchallenged in services, would persist without conceding anything in return.

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Brexit: Getting there

Brexit: Getting there

🕔11:03, 19.nov 2018

Market bulletin The deal constitutes three parts: the divorce bill, a period of transition to December 2020 (or possibly beyond) in which nothing changes so firms have time to adapt, and the broadest heads of terms on the future long-term

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Expect a rise in volatility from a ‘no-deal’ Brexit

Expect a rise in volatility from a ‘no-deal’ Brexit

🕔15:04, 5.okt 2018

Amid growing speculation that the UK could be heading towards a ‘no-deal’ Brexit, market watchers agree that this would be disruptive for UK markets. But the impact on European markets is likely to be more varied. 

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔19:02, 17.sep 2018

Global markets and multi-asset portfolios It’s difficult to recall a more fractious political backdrop in the run-up to the clutch of annual gatherings of UK political parties taking place this month. Each of the main parties hosts several days of

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔19:02, 17.sep 2018

Global markets and multi-asset portfolios It’s difficult to recall a more fractious political backdrop in the run-up to the clutch of annual gatherings of UK political parties taking place this month. Each of the main parties hosts several days of

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From headlines to fundamentals

From headlines to fundamentals

🕔02:02, 21.aug 2018

Regional view – United Kingdom "Broadly speaking this quarter's earning season hasn't been as good versus expectations as other quarters, but nor has it been particularly weak" ​ I have spent a bit of time in recent weeks assessing the FTSE

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Minding the gap

Minding the gap

🕔02:04, 14.aug 2018

"If markets at present truly don’t care about the UK’s savings gap, then there is no better time to start thinking about how to close it." Emerging markets have not had a pleasant summer. Although idiosyncratic factors have affected some

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Why The Time Is Right For Uk Smaller Companies

Why The Time Is Right For Uk Smaller Companies

🕔14:04, 31.jul 2018

Highlights UK smaller companies are out of favour, but are trading at attractive valuations The fashionable bias against the UK market and a difficult trading environment have distracted from the long-term power of the UK smaller companies effect Going forward,

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A week is a long time…

A week is a long time…

🕔03:02, 17.jul 2018

Regional view – United Kingdom  You know the phrase. And I have to confess that trying to keep up with events in Westminster over the past seven days has been more challenging than most. Moreover, as I sit here on

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Heatwave

Heatwave

🕔02:06, 10.jul 2018

Regional view – United Kingdom Soaring temperatures haven’t just been confined to the glorious summer weather – the government is also having its own heatwave. Some even argue it is turning into a meltdown, with temperatures in the cabinet rising

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Zoek

Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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