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The economic implications of Brexit

The economic implications of Brexit

The UK economy is likely to lose momentum in the coming months. A recession is not inevitable but it is certainly a distinct possibility. In the short run the major concern is the shock to ‘animal spirits’, for want of ...

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Brexit & beyond

Brexit & beyond

On 23 June the United Kingdom voted to leave the European Union. The full consequences of that decision will not be known for years, and arguably decades. Indeed, at this early stage it is not even certain that Brexit will ...

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If it’s too hot, consider buying a CAT

If it’s too hot, consider buying a CAT

The CAT market was created in the mid-1990s following hurricane Andrew and the impact it had on the insurance industry, left with substantial losses. CAT bonds acted as an additional source of “reinsurance” capital for primary insurers, providing an outlet ...

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After Brexit, do emerging markets offer a safe haven?

After Brexit, do emerging markets offer a safe haven?

• After an initial negative reaction to the Brexit result, emerging markets (EM) assets have performed extraordinarily well. • We estimate the direct macroeconomic impact of Brexit on EM to be weak at most. • EM Americas and Middle East ...

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Factor investing – Chinese portraits of investment factors for equities…

Factor investing – Chinese portraits of investment factors for equities…

A Chinese portrait is a metaphorical description of something or somebody via a comparison with various things or elements, an animal, a flower, a film, an historical character, a dish, whatever… We’ve adapted this game to take a light-hearted look ...

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Transition towns: a grassroots solution to climate change?

Transition towns: a grassroots solution to climate change?

The Transition Network is a charitable organisation which aims to “inspire, encourage, connect, support and train communities as they self-organise around the Transition model, creating initiatives that rebuild resilience and reduce CO2 emissions.” Founded in the small town of Totnes, ...

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Why women can make great clients for financial advisors

Why women can make great clients for financial advisors

Working with female clients seeking financial advice is not always easy. They are more likely to be demanding, ask a lot of questions and mull things over for quite some time before making a decision. The good news, however, is ...

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Could climate change drive a resurgence in inflation?

Could climate change drive a resurgence in inflation?

The battle against climate change is far from over. Indeed, it is only at the point of preliminary skirmishes. It remains hard to predict when the fully-fledged, merciless war will begin. The well-being of future generations may be at stake ...

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US jobs strength only complicates Fed decision-making

US jobs strength only complicates Fed decision-making

An impressive gain in non-farm payrolls during June 2016 takes the six-month average to a respectable 172,000 Employment strength shows the US economy had positive momentum before the UK Brexit vote May’s abysmal jobs report and recent slowing in employment ...

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