uk

As the valuation gap between the US and the rest of the world narrows, we see value opportunities outside the US. Show More

Following his initial commentary on Monday 29 June, Paul Moore provides further commentary in a video update on the UK Referendum. "The overall situation is very different to previous growth scares as it is a political event as opposed to normal economic cycle issues playing out. So one does have... Show More

These days it can be tough to find an undiscovered gem with recurring revenue. The market is seeking out and applying a premium to companies with recurring revenue given the benefits of earnings visibility and compounding. Show More

We are becoming more comfortable that Lovisa could become a five-year growth story, based on the disciplined and strategic manner in which offshore growth opportunities are being evaluated. With the Lovisa product culturally attuned to UK tastes, expansion into the UK market may present a logical short to medium term... Show More

On a trade-weighted basis, the pound on Friday hit 94.50, its highest level since 2008. With Bank of England minutes from the 8th July released this evening at 6.30pm EST, currency strategists will be looking for any differences of opinion inside the committee on how soon they should begin to... Show More

Quartz has released its "10 most important charts of the week" which gives us a great view into how the global economy is performing. Click here to view: http://qz.com/395794/the-10-most-important-economic-charts-of-the-week-5/ Show More

Inflation is dead. R.I.P., inflation. You had a good run, but it's over now that prices are rising less than 1 percent in the United States, United Kingdom, Europe, China, and Japan. You can see that in the chart (attached): outside of Europe, inflation was between 1.5 and 2.5 percent... Show More

These are two interesting economic trends coming out of the UK right now, one relates to unemployment and the other to inflation. On the good news front the latest round of employment figures mark a five year low and the continuation of a downward trend. Quartz also reports that real... Show More

Britain's inflation rate fell to the lowest in 4 1/2 years in March as gasoline and clothing prices pushed it further below the Bank of England's target. Consumer prices rose an annual 1.6 percent, compared with 1.7 percent in February, the Office for National Statistics said today in London. That's... Show More

BlackRock CEO, Larry Fink, told the UK to copy Australian Superannuation: Speaking at the National Association of Pension Funds Investment Conference in Edinburgh yesterday, Larry Fink said a compulsory pension saving programme, similar to the Australian superannuation scheme, would help solve the UK's pension's crisis. Superannuation, introduced in 1992, is... Show More

Britain is to see its first deliveries of US shale-derived gas in 2016 when Scottish chemicals Giant Ineos completes a £300m investment program at its Grangemouth plant. The chemicals giant that had threatened to close Grangemouth has revealed a plan that will transform the economics of the loss-making site, making... Show More

A policy shift by the Bank of England has sent shares in house building companies tumbling. British housing prices have risen by 7% in the past 12 months, the fastest growth in over the 3 years. Buyers have been spurred on by The Funding for Lending Scheme (FLS) which offered... Show More

UK output grew more than ten times faster than production in Brazil according to industrial production statistics last week but, these days, that is faint praise. UK industrial output grew by 0.9% in September while Brazilian industrial production eked out a gain of just 0.9% over the whole year to... Show More

NAB has been outperforming its peers in the last 12 months, posting the highest total return of 44%. NAB's underperformance in recent times has been attributed to its UK banking arm, with investors discounting the bank for holding the assets. However, in a reversal of fortunes, confidence and stability has... Show More