Confident?

How confident are UK companies? Our latest UK Capital Confidence Barometer (CCB) shows UK companies surveying the world, acknowledging the risks and adapting to new circumstances. Confidence in the economy and markets is still there, but companies also expect less growth to come from organic sources as they adapt to new economic patterns.  So, this … More Confident?

What does the general election mean for capital?

When we said the second quarter would bring new challenges, a snap UK general election wasn’t on our minds, but political uncertainty was. Therefore, it’s interesting that markets currently seem to be pricing in greater certainty as a result of this week’s announcement. We don’t know if this election will run more to script than … More What does the general election mean for capital?

Q2…something new?

On paper there’s some testing events coming up, from the French election to some potentially pivotal monetary policy meetings and on-going debates around BREXIT and US policy. Geopolitical tensions are also heightened. But, we’ve been through difficult quarters before without there being much discernible change on the ground in terms of investor sentiment and corporate attitudes … More Q2…something new?

A new chapter

So another quiet week then! Ostensibly nothing has changed; but, by triggering Article 50 the UK has begun a new chapter. There’s a risk of greater volatility as negotiations begin and investors try to second guess the ending. No spoilers here, but this week, I’ll talk about the importance of narrative, the changing story and … More A new chapter

Profit warnings: who’s swimming against the tide?

Profit warnings are a measure of performance against expectation. So, given the overall upside surprise in 2016, it’s not surprising that the annual figure was the lowest for three years. But our data also tells a story of a growing gap between winners and losers. What’s creating such a great divergence, will it last and … More Profit warnings: who’s swimming against the tide?