The most common question I am asked as a political consultant is “How is all this going to play out?” Any answer can of course be dismissed as pure conjecture and no prediction will turn out to be 100 per cent correct. But by talking to people in the Government, in Number Ten, in Westminster […]
Adrian Pepper reflects on the Labour and Conservative party conferences. […]
Our Macro commentator on the outlook for sterling. […]
Our Westminster insider shares his thoughts on the latest political developments. […]
Matein Khalid’s macro perspective on the UK general election, plus investing in Singapore and Indonesia and the future of the US Dollar Index. […]
Our political insider Adrian Pepper on the recent developments in Westminster. […]
On the day of the UK general election, Andrew Monteath investigates trends in house prices under successive governments. Will tomorrow’s results will have an impact on the property market? […]
The euro, the French stock market, OAT-German debt interest rates spreads, the Volatility Index (VIX) and the ghosts of Vichy, Oradour and Algérie française convince me that Emmanuel Macron will be the next President of France on Sunday. So I see no reason to abandon my euro bullish strategy even though the single currency has […]
The French election is a game changer for global financial markets for multiple reasons. One: the worst case scenario of far right (Le Pen) and far left (Melenchon) as second round candidates for the Elysee Palace on May 7th is no longer a systemic risk. This was the reason the Chicago Volatility Index (VIX) plunged […]
