Newsletters
Quarterly Newsletter - Winter 2017
As regular readers of our Quarterly Newsletters know, at the beginning of a new year we always look back over the preceding twelve months, and what a year 2016 has turned out to be!The year was full of the unexpected: if at the beginning of the year you had placed a £10 accumulator bet on a Brexit outcome of the referendum, a Trump victory in the US presidential election and Leicester City winning...read more
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Quarterly Newsletter - Autumn 2016
It is now four months since the British electorate voted to leave the EU, and it is worth looking back and seeing what has actually happened in the meantime.You will recall that in the run-up to the Referendum, the ‘Remainers’ had assembled a formidable lobby – leading business figures, economists and analysts at the UK Treasury, the Institute of Fiscal Studies, all sorts of financial institutions...read more
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Quarterly Newsletter - Summer 2016
Since the press and all other media – including the rather questionable social media – have exposed us to wall-to-wall coverage of the EU referendum, you may well be fed up with reading more about it. Therefore, we will keep our comments very brief. Nevertheless, events during the lead-up to the referendum on 23 June as well as over the last month since the UK made the momentous decision to leave ...read more
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Quarterly Newsletter - Spring 2016
As we indicated in the December issue of our Quarterly Newsletter, the markets were beginning to become obsessed with a wealth of negative news flow just as, in the previous quarter, they had been overly optimistic. Steering a path between such conflicting emotions can require resolve and, if possible, a dispassionate reading of the financial headlines. Thus, when it was reported that China had ex...read more
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