Market Commentary – 25th January 2017

Teresa May faces rebellion? As we reflect on the vote from the lawmakers yesterday Teresa May is seeing a small rebellion build from the Tory backbench in relation to how she proceeds with getting an Act passed to satisfy the ruling. Today, she has responded Read more…

Market Commentary – 18th January 2017

Teresa May – 12 Point Plan Theresa May’s long-awaited speech on Brexit offered little in the way of new information about the Government’s plans for the negotiations. The UK will leave the European single market and plans to seek a free-trade agreement (FTA) with the Read more…

Market Commentary – 11th January 2017

What a start to 2017? For many weeks and maybe even a few months now since Trump was elected as President Elect, we have been conscious of the impact the expected fiscal stimulus and reflation trade will and is having on equity assets and as Read more…

Market Commentary – 4th January 2017

2017 – It is all about the Trump! If we start our analysis of where we expect 2017 to go, from what we know about the world economy, we can say that most of the data is positive and improving, subject to the huge caveat Read more…