Closing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’
US mega-cap tech stocks drove strong equity returns whereas bonds had a largely dull year. Is the stage set for continued US outperformance in 2025?
Is the UK heading for recession?
There has been a major decline in optimism about UK economic prospects in recent months.
Consolidate with caution – Too much focus on scale could come at the expense of innovation
Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.
The US under the new President: four good years or four bad?
It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
Lifestyling: the Achilles heel in DC pensions
Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
Will trade wars end the Equity Bull market?
Assessing the impact of Trump-era trade tariffs.
Britain’s big Budget – will it work?
The sheer scale of the fiscal changes in the recent budget were surprising, and confirmed growing fears around tax rises. But might UK businesses respond by boosting productivity?
Looking beyond the UK Budget
The new UK government’s first Budget looks set to be an historic event.
Taxes and the UK Budget
In the run up to the much-anticipated Budget we take a closer look at the UK’s finances and explore the Chancellor’s options.
Will there be any good news in the Budget?
Taxes set to rise but the economy is improving.
