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09/06/17
Europe
UK election – May’s bespoke disaster

The outcome of the UK election is bad for sterling. We expect it to fall towards parity with the euro…

08/06/17
Global
The old curiosity shop – when less is more

Nine years after the global financial crisis (GFC) most advanced economies have clambered above their pre-crisis peaks. But this disguises…

02/06/17
Europe
France – that’s the way to do it

Europe: UK election – May’s bespoke disaster

The outcome of the UK election is bad for sterling. We expect it to fall towards parity with the euro and back to the post-Brexit lows against the US dollar. We prefer short sterling to short gilts. We are agnostic and out of UK equities preferring their European peers.

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Global: The old curiosity shop – when less is more

Nine years after the global financial crisis (GFC) most advanced economies have clambered above their pre-crisis peaks. But this disguises the picture in per capita incomes, which drag improvements down to the lower end of the headline range. No wonder theres been so much reliance on central bank largesse to keep the financial asset party going.

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Europe: France – that’s the way to do it SUBSCRIBE TO DOWNLOAD REPORTS

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Our research is based on a thoroughly objective view of the world as it is, not as some might like it to be seen.

Our work is characterised by independence of thought and a determination to focus only on money making ideas, resulting in a totally fresh and original approach compared with the overwhelming volume of reports by integrated investment houses.

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