Beyond Bulls & Bears

Let’s Not Get Complacent About Brexit Just Yet
Equity

Let’s Not Get Complacent About Brexit Just Yet

We think it’s unlikely that the situation today is representative of what will happen as the progress towards the United Kingdom’s eventual exit from the EU unfolds.

UK Equity Outlook: Headwinds and Tailwinds
Equity

UK Equity Outlook: Headwinds and Tailwinds

We are hoping that some of the spill-over effects of the extraordinary monetary policy in place in economies across the world, coupled with the passing of time, will inject a little bit of pizzazz into the equity markets this coming year.

In the Know: The UK Election 2015

In the Know: The UK Election 2015

The obvious big winners from the election result, in our view, are likely to be those sectors that had the potential to be impacted by a change in the political hue of the government such as house builders, real estate companies, utilities, tobacco companies and support service businesses.

In the Know: The UK Budget 2015

In the Know: The UK Budget 2015

There was no big pre-election giveaway, but instead a number of incremental positives, notably for the oil and asset-gathering sectors.

The Cure for Low Oil Prices?

The Cure for Low Oil Prices?

Our analysis now centres on an estimation of the break-even price of oil and, in particular, how much it costs to get a barrel of oil out of the ground, because that will likely have significant implications on investment in the sector in the future.

Redefining the Large- Vs Small-Cap Debate

Redefining the Large- Vs Small-Cap Debate

A lot of investors looking for equity values want to try to split the market into large-, mid- and small-cap. I think what's been going on recently is a little bit more complicated than that.