post-brexit

Macro
Peter Wilmshurst

There remain as many potential scenarios around Brexit now as there was two and a half years ago when the British voted for Brexit. Its still uncertain exactly what the May government wants, and exactly what the EU governments are willing to agree with. So, we sit here with all... Show More

Paul Hennessy

Populism hit the headlines a year ago when the UK voted to leave the European Union (EU), and it has cast a shadow over many political events since then. My colleague, political economist Talha Khan, discusses what could be in store for Europe, considers the effects on the US with... Show More

Marcus Tuck

The British pound plunged 6% in two minutes to below USD 1.200 in early Asian trade on Friday, before recovering much of the loss. The extent of the drop was no doubt exacerbated by algorithmic trading or maybe even by a "fat finger" moment. However, it also partly reflects growing... Show More

Saxo Capital Markets Australia

Uncertainty looms over Q3 2016 and beyond, but this isn’t necessarily a negative. If uncertainty is met by reforms and improvements, the present risk events could appear in hindsight as harbingers of positive change. Trading in Q3 will be about navigating the increased volatility, understanding how the social contract will... Show More

Clime Asset Management

Following the Brexit sell off, stocks with direct exposure to financial market volatility, and those leveraged to rising interest rates, were dumped from investors' portfolios. We see two potential opportunities after the fall – 1. Clydesdale & Yorkshire Banking Group, covered yesterday https://www.livewiremarkets.com/wires/32279) and QBE Insurance Group (QBE). Show More

Clime Asset Management

Since mid-March 2015, our valuation and research platform, StocksInValue, has been providing our member’s access to an ASX Model Portfolio. The model portfolio was developed to demonstrate how Clime’s investment process, our analysts research and our quantitive analysis from StocksInValue, together, form expert insights from which our members’ (self-directed equity... Show More