Our Views on the Markets and the Economy

An OECD report in December 2017 revealed that the UK pension was the lowest of advanced nations. While some may value the state pension to supplement other income in retirement, it seems it is less likely to make a meaningful contribution – making it more important than ever to have your own pension in good shape.

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Last week President Macron was the latest to raise doubts about the future of the City. He is wrong. London has much to be positive about, but it must not be complacent.

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We often avoid doing what is good for us, even when we suspect that it is better to take action. But inertia could cost us greatly, whether we save or invest.

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Are We in a Bear Market for Bonds?

Are we in a bear market for bonds? And if so, what does this mean? The start of the year has begun much as 2017 finished: with generally positive economic data across the globe, and in turn more optimism about the outlook…

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There have long been claims that markets are influenced by what is known as the ‘January effect’ – the notion that share prices act more bullishly in the first month of the year.

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Today the Financial Times provides the results of its annual survey of UK economists. The main message is that economists are cautious about prospects in the year ahead, largely because of the uncertainty associated with Brexit.

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Numbers of the Year

Here are some of the important numbers for 2017, and some numbers we found interesting.

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Outlook for 2018

LSD: is this the economic drug that will keep the financial market outlook constructive in 2018?

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Amid the hoopla over the recent meteoric Bitcoin price rise – from $968 at the end of 2016 to over $16,500 on 11 December 2017 – some are now questioning whether the cryptocurrency should be taken more seriously.

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Assessing Global Risks

As we approach year-end it is a good time to assess the outlook and some of the key issues facing the global economy. In this piece, I focus on the risks that lie ahead that could impact the outlook for markets and the behaviour of investors.

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