

European equities were the classic ‘pain trade’ of 2017, the bull market’s wall of worry was scalable, even a slam dunk. Geert Wilders and Marine Le Pen were defeated in the Dutch and French election, reducing political risk in Europe. Greece got its...
Europe faces macro storm clouds this autumn

Cliff edges and slippery slopes: tough times lie ahead for the UK
For a whole week, the Chancellor of the Exchequer has been out and about on the airwaves of the United Kingdom, attempting to talk up the prospect of a long transitional period for the UK-EU relationship after the UK’s membership of the EU lapses in March 2019. By...
Cliff edges and slippery slopes: tough times lie ahead for the UK

The View from Berkeley Square
Two months ago the view from Berkeley Square was cautious, particularly on Brexit and retail, but one could see ‘clear blue water’ (even if bitter tasting!). After a disastrous Tory manifesto and even worse campaign, the waters are muddied and in...
The View from Berkeley Square

A view from the inside
Despite some of the commentary and analysis of the few days since the UK general election, it is worth reminding ourselves of the result. The Labour party lost the general election and the Conservatives won, albeit that they lost their parliamentary majority. Both the...
A view from the inside

Can UAE emerge as an aircraft leasing hub?
I was stunned to read a Boeing report that forecasts that the global passenger jet fleet will more than double to 45,250 by 2035. Given that almost 20,000 of the world’s in-service aircraft will be retired or converted to freighters in the next decade, Boeing...
Can UAE emerge as an aircraft leasing hub?