Beyond Bulls & Bears

Adaptability Goes a Long Way for UK Small and Mid-Cap Stocks
Equity

Adaptability Goes a Long Way for UK Small and Mid-Cap Stocks

UK small- and mid-cap companies could emerge from this crisis a bit leaner. Thoughts on why this is encouraging by Richard Bullas and Dan Green.

What Might Be More Important than Brexit to UK Equities Is…
Equity

What Might Be More Important than Brexit to UK Equities Is…

“We think there are reasons to believe Brexit should represent just a blip on the country’s long-term economic prospects. Although it may feel like a major issue right now, Brexit likely won’t define the United Kingdom in 5-10 years.” - Colin Morton, UK Equity team.

Theresa May’s Shock Defeat Threatens Further Volatility
Fixed Income

Theresa May’s Shock Defeat Threatens Further Volatility

“The prospect of a hung parliament, resulting either in a minority government or a coalition, paints a picture of an administration not in complete control during a period in which the United Kingdom needs its most focused administration for 70 years. ” David Zahn, Franklin Templeton Fixed Income Group, June 9, 2017.

Finding Positives in a ‘Lower for Longer’ Environment
Equity

Finding Positives in a ‘Lower for Longer’ Environment

Even if we do see interest rates rise in the United States and/or the United Kingdom—possibly before the end of this year—it doesn’t necessarily mean equity investors should panic, because we think it is something that can be absorbed.