Author: nikolai

13.03.2019

Spring Statement 2019: sometimes it’s tough being Tigger

The economic fundamentals of the UK are in remarkably good health, and should bring cheer to investors in UK companies.

22.01.2019

Reasons to be optimistic about UK mid caps

Richard Watts argues that after a difficult year for equities in 2018, many stocks have been oversold, enabling investors to...

07.12.2018

Positioning for market volatility

A discussion of the macroeconomic reasons behind market volatility, Brexit, quantitative tightening, and their effects on equities and bonds.

07.12.2018

The effect of quantitative tightening

The effect of quantitative tightening on markets and the outlook for interest rates.

22.11.2017

Autumn Budget 2017: Still on the garage forecourt

Automotive quips, support for new, cleaner car technologies, and some deft salesmanship from the Chancellor aside, this Budget was motivated...

11.10.2017

Disruptive thinking

Everywhere you look, young companies are disrupting markets long dominated by incumbency.

25.01.2016

The perfect storm?

It has been a harsh start to 2016, but the pain is likely to be front-end loaded rather than persist...

Loading....%