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June 2016

Opinion Brexit viewpoint: generational differences

European equities manager Tim Stevenson gives his personal views on the UK referendum, assessing some of the current arguments around EU membership and the impact of a potential Brexit.

June 2016

Opinion How Brexit will impact the UK economy?

According to Daniele Bianchi, of Warwick Business School, is an Assistant Professor of Finance and researches financial econometrics, asset pricing and commodity markets, on the whole, the negative impact of Brexit on exchanges rates, on the political landscape, and on (...)

June 2016

Strategy Allocation June 2016: put up the umbrella?

Much water has flowed under the bridge since the highly challenging start to the year for the markets. The performance returned risky assets on the European stock markets have rallied 15% from their February lows. Although year-to-date returns are now practically flat, the (...)

June 2016

Strategy How helicopter money works

Monetary financing isn’t a wacky new policy and is easy to understand once you look at ‘money’ the right way. We should treat government debt and taxation as two forms of monetary sterilisation rather than financing (...)

June 2016

Opinion “Brexit”: dampening the downside but ready for opportunities

Paul O’Connor, Head of Multi-Asset, gives an update on the risks and opportunities in the run-up to the June EU referendum. With less than 40 days until the vote, opinion polls are fairly stable and suggest “remain” will be the outcome. However, the material risk of “Brexit” (...)

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