Europe: Edging closer to QE

Azad Zangana, Senior European Economist at Schroders, gives his views ahead of the ECB decision on 4 December 2014 and comments on what we can expect from the ECB in 2015:

How valid are the Bank of England’s latest inflation assumptions?

David Absolon, Investment Director at Heartwood Investment Management, on the validity of the Bank of England’s assumptions in its latest Quarterly Inflation Report:

Time for the Greens to face some scrutiny

The participants in next year’s televised debates were recently announced, causing much anger within the Green Party. Not only have they not been included in any of the debates, but both UKIP and the Lib Dems have been invited.

United States is bright spot in the global economy, says Barings

Global investment market commentary from Marino Valensise, Head of Asset Allocation and Chairman of the Strategic Policy Group at Baring Asset Management

TradeRiver's Richard Fossett Comments on Chinese Trade Balance

Ahead of the release of the Chinese Trade Balance figures this Friday, Richard Fossett, CEO of TradeRiver Finance comments on the state of domestic demand and the rebalancing of the Chinese economy:

A stronger European banking sector – music to a bondholder’s ears

Comment from David Absolon, Investment Director at Heartwood Investment Management, on how the results of the ECB stress tests are a necessary step in restoring confidence and increasing transparency within Europe’s banking sector.

Smog bound Beijing faces marathon adjustment

Following a recent trip to Beijing, Keith Wade, Chief Economist at Schroders, shares his views on the Chinese economy:

Just another £1.7 billion on the nation’s credit card

The UK economy is doing so well compared to the other European Union countries that it has just been punished to the tune of £1.7 billion, you know enough to build a couple of hospitals or schools or maybe partially fill that NHS funding gap we’ve all been told about.

Equities: is the bull market under threat?

Keith Wade, Chief Economist and Strategist at Schroders, gives his views on equities as an asset class in the current economic environment:

Where’s the income tax return?

We are constantly told by the government that the UK economy is recovering, if not booming compared to most other countries both inside and outside the European Union and that there are record numbers of people employed in the UK.

Stopping people at UK border is racist, but not racist at EU Border?

When people talk about walking back on the concept of the free movement of peoples from the European Union into the United Kingdom they are instantly branded as ‘racist’ by those trying to claim some sort of high moral ground.

The Challenges Facing Large Supermarkets

Ahead of the release of Tesco’s interim results on Thursday 23rd October, 2014, Ian Enslin, Charity Director at Waverton Investment Management, comments generally on the challenges the large supermarkets are facing: