Category: UK Equities

Category: UK Equities

15.01.2019

Brexit meaningful vote: division bells ring out loud

Richard Buxton comments on the result of the meaningful vote on Theresa May’s Brexit deal, arguing that the chance of...

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.

04.12.2018

Preparing for a soft landing

Expect the Fed to follow the data and take the slower path to rate increases, while in Britain there are...

27.06.2018

Growth opportunities abound

It is an age-old conundrum for investors. Should value stocks – shares that typically trade at lower prices relative to...

09.06.2017

The youngsters’ revolution

Most of us had become familiar with Theresa May’s distinctive prime ministerial style in the nearly 10 months she’d been...

01.09.2016

Stock-picking our way through the uncertainty

The opportunity set, both on the long and short side, is as compelling as it has ever been, explains Tim...

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