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?
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?
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