Beyond Bulls & Bears

MPs Say No to No Deal, But an Accidental Hard Brexit Remains a Possibility
Fixed Income

MPs Say No to No Deal, But an Accidental Hard Brexit Remains a Possibility

UK members of parliament have voted to reject a situation in which the United Kingdom crashes out of the European Union without a deal. But with only days until the official leave date, the options for a tidy resolution are limited. David Zahn explains why he expects the UK government now to seek an extension to the Brexit negotiations.

Equity Income: Why the UK Could Be a Productive Hunting Ground
Equity

Equity Income: Why the UK Could Be a Productive Hunting Ground

“Today, investment managers running an income franchise have got a much broader palette of opportunity than they’ve had for some time. In fact, we think the current climate provides one of the broadest selections of attractive dividend yielding stocks that we can remember.” - Colin Morton, Portfolio Manager, Franklin UK Equity team

Why We Think Most “Brexit Panaceas” Are Ill-Thought-Through or Unviable
Equity

Why We Think Most “Brexit Panaceas” Are Ill-Thought-Through or Unviable

“It is symptomatic of the level of debate that the options which tend to get offered as panaceas for Brexit are rarely thought-through or viable.” Sandy Nairn, Chairman of Templeton Global Equity Group and CEO of Edinburgh Partners

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.