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Emma Clarke PAM Top 40 Under 40
Emma Clarke, our Head of Fund Research has been selected by PAM Insight, the leading wealth management information service as one of its top 40 under 40 investment professionals for 2019. Emma is…
The World In A Week – Please sir, can we have some more
Time? The latest Twist in the Brexit tale saw control being given to the members of parliament who embarked upon a series of eight indicative votes on what form Brexit should take. It came as no…
The World In A Week – Interminable tedium
The title ‘World in a Week’ is a clear reference to Brexit. Last week, Prime Minister May, on her third attempt to push through a deal, failed, again. This time, on a technicality brought by speaker…
The World In A Week – US budget: A Curious Direction
Last Monday, the US government released its budget proposal for 2020, entitled ‘A budget for a better America’. It highlights the key priorities for the executive but, just like any budgetary plan,…
The World In A Week – Scenes reminiscent of a 2011 policy error
Having maintained a strong run since the start of the New Year, global markets paused for breath this week, with the MSCI All Country World Index falling back -0.56% from the perspective of a…
The World In A Week – Groundhog Day. Again.
It was another week that Phil Connors would have been familiar with, being the reluctant hero portrayed by Bill Murray in Groundhog Day and ironically the title of our Monday update five weeks ago.…
The World in A Week – Silence is Golden
You wouldn’t be mistaken if you heard tumbleweed last week, with little news of note; even the Trump twitter feed was silent, leading in to what was an incredibly quiet week. It was President’s Day…
The World in A week – Jeans On
Last Wednesday the US Securities and Exchange Commission (SEC) received an Initial Public Offering (IPO) filing from Levi Strauss & Co, the US clothing manufacturer, to re-list on the New York…
The World In A Week – Central Bankers Pause for Thought
This week global markets started to recover from an agitated final quarter of 2018 by inching upwards. The MSCI All Country World Index posted a gain (+1.14%), primarily led by the United States’…
The World In A Week – A Sisyphean Task
Welcome to the new title of our weekly publication – ‘The World In A Week’. This replaces our previous ‘Windy’ title as it better describes what we are researching and publishing. The content will…
Beaufort Analysis No. 314 – Groundhog Day
While it’s not quite Groundhog Day yet, it certainly feels like it. Last Monday supposedly marked the most depressing day of the year, when quite coincidentally, Brexit was very much the subject du…
