January 16, 2019 Brexit and Beyond: Investing in Europe amid Political Risk by Tawhid Ali, Andrew Birse With Brexit headlines dominating the European news, equity investors face an ongoing challenge. Building resilient portfolios requires a clear view of the long-term outlook for European companies that also reflects major short-term political uncertainties. Brexit, Equities Likes 0 SHARE Bookmarks
November 15, 2018 Is the New Brexit Deal Already Dead? by Darren Williams With cabinet ministers resigning by the hour, it’s tempting to think that British Prime Minister Theresa May’s Brexit deal with the European Union (EU) is dead on arrival, and that a hard Brexit is now the most likely way forward. But some form of soft Brexit is still the most likely scenario, in our view. Brexit, Economics, Policy & Regulation Likes 1 SHARE Bookmarks
June 09, 2017 UK Election Result Compounds Brexit Uncertainty by Darren Williams Britain’s election has produced a messy result, with no party securing an outright majority. The hung parliament adds further uncertainty to Brexit talks with the European Union, though it probably won’t affect the UK’s short-term economic outlook. Brexit, Economics Likes 0 SHARE Bookmarks
March 29, 2017 Are Bond Investors Ready for a World Without QE? by John Taylor Britain’s decision to start its divorce from the EU and France’s looming presidential election are injecting political risk back into markets. Bond investors are braced for political volatility. But are they ready for big monetary policy changes? Brexit, Economics, Fixed Income, Volatility Likes 0 SHARE Bookmarks
March 29, 2017 Brexit Begins: What Next After Article 50? by Darren Williams Britain’s divorce from the EU is under way, but the complex negotiating process has just begun. We believe a mutually beneficial deal can be reached—as long as both sides focus on the risks of failure. Brexit, Economics Likes 0 SHARE Bookmarks
October 25, 2016 Bond Lessons from Brexit...and Other Cautionary Tales by John Taylor How will bond portfolios react if the US election triggers further market mayhem? Fallout from Brexit taught us valuable lessons about extreme market shocks. Brexit, Fixed Income Likes 0 SHARE Bookmarks
June 29, 2016 Investing in Europe Amid Brexit Uncertainty by John Taylor, Tawhid Ali European markets are still digesting the shock result of the UK’s Brexit referendum. How should investors in European fixed income and equity markets navigate the turmoil? Brexit, Equities, Fixed Income Likes 0 SHARE Bookmarks
June 29, 2016 Three Reasons Not to Boot Your Bonds After Brexit by Paul DeNoon, Scott DiMaggio, Gershon Distenfeld There was a great deal of uncertainty in the lead-up to Thursday’s referendum on Brexit, and there’s been nearly as much in the days following. As the dust settles, we offer three reasons you shouldn’t “exit” your bond portfolios. Brexit, Fixed Income Likes 0 SHARE Bookmarks
June 24, 2016 Brexit Ship Sets Sail on Long Journey by Darren Williams Until last night, few observers really believed that the UK would vote to exit the European Union. Now that the leave campaign has won, the Brexit ship appears to have sailed—but it may take years to reach its destination. Brexit, Economics Likes 0 SHARE Bookmarks
June 22, 2016 Britain on the Brink of Brexit by Darren Williams A Brexit vote is hanging in the balance ahead of the UK’s June 23 referendum on membership of the EU. The race will have far-reaching implications, even if the UK decides to stay. Brexit, Economics Likes 0 SHARE Bookmarks
May 25, 2016 How Might Brexit Affect the EU? by Darren Williams If Britain quits the EU, investors will scramble to figure out what it really means. Beyond the inevitable blow to the British economy and shock to global financial markets, the political impact may be most lasting and damaging. Brexit, Economics Likes 0 SHARE Bookmarks
February 26, 2016 Evaluating the Brexit Threat by Darren Williams Britain’s debate on staying in the European Union has moved into overdrive, weighing heavily on the pound. If Britain does vote to leave, the impact on the UK economy could be profound—and felt well beyond its borders. Brexit, Economics Likes 0 SHARE Bookmarks