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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.Oct 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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Building the UK financial sector’s operational resilience

Building the UK financial sector’s operational resilience

🕔06:04, 6.Jul 2018

Foreword This discussion paper focuses on the operational resilience of the financial system and the individual firms and financial market infrastructures (FMIs) within it. The UK authorities’ collaboration on this paper reflects the interconnectedness of the financial system and a

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Preparing For Brexit: An Eu Perspective

Preparing For Brexit: An Eu Perspective

🕔15:47, 18.Jun 2018

The United Kingdom (UK) will officially leave the European Union (EU) in under a year’s time. However, the impact of ‘Brexit’ on Marsh’s clients and insurance markets more broadly is still unclear, given the lack of clarity over what kind

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No island is an island

No island is an island

🕔02:06, 5.Jun 2018

Regional view – United Kingdom "Regardless of what the post-Brexit settlement looks like, the Eurozone will remain a major UK trading partner."

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And the winner is…

And the winner is…

🕔02:07, 29.May 2018

Regional view – United Kingdom "Our model predicts that England has a 66% chance of reaching the quarterfinals, a 31% probability of making the semifinals and an 8% chance of hoisting the trophy in Moscow." 

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What a difference a month makes

What a difference a month makes

🕔02:04, 8.May 2018

Regional view – United Kingdom It has been an volatile month for those who follow the UK economy. And for those of us trying to predict what the Bank of England (BoE) will do with interest rates, it has felt

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UK 2018-19 Scenario

UK 2018-19 Scenario

🕔11:02, 27.Apr 2018

Raising our growth forecasts Negotiations on Brexit have moved forward since a preliminary divorce agreement settling issues in the exit bill and the rights of European and UK citizens was signed last December. The United Kingdom (UK) has ended up

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Groundhog day – commodities pose upside for UK

Groundhog day – commodities pose upside for UK

🕔02:03, 24.Apr 2018

Regional view – United Kingdom What happened of note last week? Besides the usual Donald Trump tweets and the ongoing excitement of UK politics in general, commodity prices appreciated significantly as the market began to digest the impact of the

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