All Brexit articles – Page 5
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White papersCross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
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White papersElection Result 2017: What will it mean for UK property
Just when the Prime Minister was on the cusp of seizing control and proceeding with her version of Brexit the electorate fought back, as the outcome of the surprise snap election, intended to strengthen Theresa May’s Brexit negotiating hand, embarrassingly backfired.
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White papersUK Election Result Compounds Brexit Uncertainty
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(EU), though it probably won’t affect the UK’s short-term economic outlook.
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White papersEuropean Research Monthly Update: May 2017
Investors benefit from attractive loan terms
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White papersOur Convictions: May 2017
We have repeatedly mentioned how financial markets have tended to overestimate the risks of European elections, underestimate the fears of the Brexit and overestimate hopes on Trump’s economic policy.
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White papersEconomic and Property Market Overview: Q1 2017
2017 has started to see the effects of Brexit feed its way through to the UK economy.
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White papersDoes increased financial market uncertainty strengthen the case for UK property?
2016 threw many challenges at the investment market, as a succession of economic and unexpected political events became harsh realities.
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White papersCross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
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White papersGlobal Economic Outlook 2017
2016 has been an eventful year and one that many people will remember as being filled with considerable change and uncertainty.
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White papersChallenging outlook for UK real estate
The UK government’s negotiating stance on ‘Brexit’ has become clearer, which is good news for real estate investors. But value remains scarce across the market, says Tom Goodwin.
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White papersA cornerstone allocation for pension funds seeking income and return
With the Brexit referendum now months behind us, uncertainty looks set to shape the investment agenda for some time to come.
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White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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White papersUK real estate market commentary: December 2016
Although the UK economy performed better than expected in the six months following the EU referendum, it was very dependent on consumer spending. Turning to this year, consumption is likely to lose momentum, as inflation overtakes annual wage awards.
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White papersFinancial Comment: Behind the Numbers
For students of economics, the four months since 23 June have been fascinating, baffling, concerning and often extraordinary.
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White papersCross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papersEconomic and Property Market Overview: Q3 2016
Four months have passed since the referendum result, during which time we have seen a number of new developments, including a change in government, a succession of upbeat data on the domestic economy and quick monetary stimulus action by policymakers (an extension of its asset purchasing programme and a 25bps cut in the base rate) which has softened the adverse post-Brexit effects that were assumed by many economists.
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White papers
UK real estate market commentary: September 2016
While third quarter data for GDP has not yet been published, retail sales and other indicators suggest that the economy has continued to grow since the EU referendum.
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White papers
Continental European real estate market commentary: September 2016
The eurozone economy has grown steadily by 1.5% p.a. since mid-2013 and we expect it to maintain that progress through 2017-2018. We do not think that Brexit will de-rail the recovery. While the boost from falling oil prices will fade, most countries look set to benefit from a virtuous circle of rising employment and higher consumer spending.
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White papersThe Case for UK Property: September 2016
The UK commercial property market has had to withstand a considerable rise in both financial and economic market volatility since the start of 2016. First, there was the turbulence in global equity markets at the beginning of 2016, after which came the result of the UK Referendum in June 2016, with the UK public opting to leave the European Union.
