UK Economy Stuck in Low Gear

UK’s growth struggles continued in Q2 and the second half of 2017 looks likely to remain very hard work for the UK economy, resulting in ongoing limited growth.

The UK is still attractive to overseas investors

By Zafar Kanani, Manager, Forbury Investment Network

Last week, the Hurun Report and Visa Consulting Group suggested that the UK slipped down the list of desirable destinations

Trump will not derail the march of sustainable investing

By Benjamin Matthews, Portfolio Manager, Ethical Strategies, at Heartwood Investment Management

Retail sales boosted in June by warmer weather

It is highly possible that the sharp drop in retail sales in the first quarter over-stated the weakness of spending, while the second quarter rebound overstates the strength

UK and US may be set for a period of new interest rate divergence

Markets speculate that the prospects of further rate rises in the US are diminishing and US inflation figures seem to confirm this view. In the UK, on the other hand, expectations are heading in the opposite direction, with implications for sterling.

Chinese growth beats forecasts but looks set to slow

China's economy grew faster than expected in Q2 but we still expect credit tightening to lead to a slowdown in the second half of the year, comments Craig Botham, Schroders' Emerging Market Economist: 

UK labour market shows robust improvement, despite faltering economic activity

Despite stuttering economic activity, employment growth is strong but it is still failing to translate into higher earnings growth

Shifting from Reflation to the Higher Yield Trade

By Graham Bishop, Investment Director at Heartwood Investment Management

Central bank liquidity has been a key support for economic activity in recent years.

You ‘Leavers’ were too thick to know what you were voting for!

So there you have it. Those that voted to Remain in the EU will smugly tell you that they knew what they were voting for and the “Leavers’ were too ill-informed, ignorant and thick to know what they wanted.

UK productivity relapsed markedly in Q1

UK productivity relapsed markedly in the first quarter, fuelling concerns over the UK’s overall poor productivity record since the 2008/9 recession.

A decade on from the last Bank of England rate hike

By Charles Hepworth, Investment Director, GAM

Today marks exactly ten years since the Bank of England last raised interest rates.