Beyond Bulls & Bears

US Election Implications for Europe: What Many Observers Are Missing
Fixed Income

US Election Implications for Europe: What Many Observers Are Missing

It’s fair to say that global referendums held recently have not proved terribly successful for their organisers. Whether that unhappy tradition continues with the Italian referendum on constitutional reform scheduled to be held on December 4 remains to be seen.

What Next for Europe and the UK as an Italian Referendum Looms?
Fixed Income

What Next for Europe and the UK as an Italian Referendum Looms?

We think government stability, a weaker currency and accommodative central bank should help minimise the economic repercussions of Brexit.