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Investors in Europe: 2020 Coronavirus Update

Investors in Europe: 2020 Coronavirus Update

Lockdowns across Europe have resulted in unprecedented economic damage over the first half of 2020.  Eurozone GDP fell 12% in the 2nd quarter of 2020 following a 4% contraction in Q1.

When the novel Coronavirus (COVID-19) initially struck Wuhan, China in January 2020, most investors in Europe did not expect the disease to reach the continent. Yet here we are; a seemingly innocuous holiday stop in the French Alps by a Brit returning home from a conference in Singapore has morphed into a full-scale virus outbreak […]

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Britain’s banks brace for $22 billion loan losses as outlook darkens (Reuters)

August 6, 2020 | File Under: , , , , , , , ,

“All five UK banks have under-performed, falling by between 42% and 55% this year compared to a 36% fall in the European banking index .SX7P.” – by Iain Withers and  Lawrence White

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LIBOR: entering the endgame – speech by Andrew Bailey (Bank of England)

July 16, 2020 | File Under: , , ,

“Plans now need to be in place to transition from Libor to alternative reference rates by end 2021. With 18 months to go these plans must now be acted upon in the time remaining.” – by Andrew Baily (Governor, Bank of England)

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How will COVID-19 impact Brexit? (Bruegel)

May 27, 2020 | File Under: , , ,

“Talks have been delayed, the negotiators themselves have been sick and policymakers have needed to give their full attention to fighting the virus. Nevertheless, the U.K. continues to insist it will not ask for or accept an extension in June, the current deadline for establishing such measures. As a result, European politics is back to its […]

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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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UK Budget 2020

March 11, 2020 | File Under: , , ,

“The Budget takes place against the backdrop of the global outbreak of COVID-19. The fundamentals of the UK economy are strong and the government is well prepared to protect people’s health and support their economic security throughout this period of temporary economic disruption. The Budget sets out a plan to support public services, individuals and […]

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UK government urged to create new onshore fund structure for real assets (IPE)

“The UK government is being urged to fill a gap in its domestic investment management industry by creating a new onshore fund structure for real estate and infrastructure investors.” – by Richard Lowe

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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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Brexit Britain faces the gunboats (Politico)

January 23, 2020 | File Under: , , , , ,

US-UK Trade Deal: “Securing a trade deal with the US could require foreign policy concessions.”  by Emilio Casalicchio

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Boris Johnson Hails Election Triumph (Politico)

December 13, 2019 | File Under: , , , , ,

“Boris Johnson’s big gamble paid off in spectacular fashion. The Conservatives have won their first sizable majority in decades, having taken dozens of seats from Labour, including many that had been held by the party since they were created.” – by Eleni Courea

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