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March 2020 UK Monetary Policy Summary (Bank of England)

March 26, 2020 | File Under: , , ,

“The Government has announced a series of substantial fiscal support measures to alleviate some of the severe cashflow problems facing businesses and households.  The Bank of England also has a role to play in supporting businesses and households through the economic disruption associated with Covid-19.”

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Investing in Europe in 2020 – The Year Ahead

An overview of some European key themes and political risks for 2020

2020 brings with it the 10th year of recovery since the global financial crisis. Equity markets continue to break records, ample credit is available, yet the bullish performance appears cosmetic at times and investing in Europe in 2020 is fraught with political risks.  The US deficit doubled from $385bn to $779bn last year, the UK […]

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UK’s bank challengers are fading in fight with big four (FT)

October 1, 2019 | File Under: , , ,

“The new entrants were supposed to revitalise the UK’s banking market — instead they are looking sick.” – by Nicholas Megaw

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The Growing Challenges for Monetary Policy (Bank of England)

August 26, 2019 | File Under: , , , , ,

“The dollar’s influence on global financial conditions could similarly decline if a financial architecture developed around the new ‘Synthetic Hegemonic Currency’ and it displaced the dollar’s dominance in credit markets. By reducing the influence of the US on the global financial cycle, this would help reduce the volatility of capital flows to emerging market economies.” […]

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Navigating Europe in 2019

Themes and Risks Investors in Europe to Consider in 2019

We are nearly 20 years into the new millennium and it is an unrecognizable place compared to when it started.  Lehman is gone, Bear Stearns – gone, Merrill Lynch – acquired, Citigroup is a fraction of its former self.  Blockbuster, Toys R Us, Woolworths are all part of the history books now.  Europe, where we […]

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