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Insights

Iran, Thomas Cook, and The Handmaid’s Tale

By Market Commentary

While we in the UK remain Brexit-obsessed, global risks are rising, most recently the risk of Middle East conflict, with global implications. This might be the final straw which opens the trap door to somewhat lower stock market prices – or just another chipping away at a wobbly edifice. Time will tell. For now, here is our take on recent events.

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China, Trump, and Cyber Conflict

By Market Commentary

Surprisingly for us, one of the most popular blogs last year was the one which had a heavy emphasis on the risk of cyber war. The issue of cyber security has moved more into the headlines in recent days as the UK backs the Chinese firm Huawei to build vital infrastructure – against the protestations of the US. We explore that here. It is an important issue as we consider investment issues in China, take the temperature of global tension, and look to how Britain will position itself in a post-Brexit world.

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2018 – “Peak Year”

By Market Commentary

It has been a crazy year, but certainly not catastrophic. Reflecting on 2018 I couldn’t move beyond the idea of “peaks”.  It’s always dangerous to call even one peak – the scope for egg on your face in a year’s time is very high!  Nevertheless…

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