brexit

The invention of electricity. Telephones. Automobiles. The internet. They’re all megatrends that revolutionised the world; powerful transformational forces that have...

With the ASX 200 currently just 3.7% below its pre-pandemic level, many investors who didn’t buy the dip have a severe case of FOMO . Small caps are a possible...

It’s been a blessed few months since I last wrote about Brexit. Unfortunately, however, with it once again reclaiming newspaper headlines, Brexit can no longer be...

The allegations went like this. The now-defunct UK arm of the US political consultancy Cambridge Analytica employed a Russian-born computer whizz to make an app-based...

In this most unpredictable of years, is today the point of maximum uncertainty? As you read these words, the list of things we don’t yet have an answer to is long and...

Live from London Be careful what you wish for. There was a time when most Brits would have given anything to have something other than Brexit dominate the news. For...

Kee Gan explains how property assets with yields of 7-9% are being found across the UK as Brexit fears have reduced competition for certain assets. Kee also covers...

October presented several significant risk events which have passed without major incident, fostering some newfound optimism for global markets. The avoidance of a...

Since the United Kingdom voted in June 2016 to leave the European Union, concerns over Brexit have buffeted the share prices of Australian companies. As the result...

Former British Prime Minister Theresa May’s various Brexit plans and parliamentary votes were naturally of great interest to UK markets. But for the most part, the...

What could go right? In this wire, I’m taking a break from pessimism. I want to play devil’s advocate and explore what could go right with economic growth and...

The year is 1991. I’m trading Australian interest rates on the proprietary desk for Bankers Trust. The desk is headed by Richard Farleigh. And the quarterly CPI number...

We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written...

Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to...

In October the whole firm was rounded up and marched over the road to the grand ballroom of the Wentworth Hotel to hear about the launch of the new US Technology Fund....

We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper,...

Gold prices finished 2018 on a tear, rallying well over USD $100oz from its mid August lows to close out the year at USD $1281.65oz (London Fix on 31/12/18). The metal...

The last four months of 2018 were brutal for investors everywhere. October was particularly painful, with most managers off by -5 to -10%. So it caught my eye when I...

In 1979, Greenland was granted autonomy within the Danish Realm and three years later the island’s parliament held a vote on EU membership. The main issue was control...