by Awatson | Jan 7, 2020 | UK
Much of the academic literature we have reviewed posits demographics determine long-term economic growth. Rising populations mean more demand for just about everything: food, housing, clothing, energy, medical care, services—you name it. It also means a rising...
by Awatson | Dec 6, 2019 | UK
Will a weakening Chinese economy hurt European exporters and drive a new continental recession? Fisher Investments UK has seen this question pondered throughout financial news outlets in recent months, especially as eurozone manufacturing readings weakened and German...
by Awatson | Oct 8, 2019 | UK
Mario Draghi steps down as ECB President at October’s end, and outgoing IMF head Christine Lagarde is set to take his place. Since EU leaders nominated her over the summer, we have seen many financial pundits try to assess what her appointment will mean for the ECB’s...
by Awatson | Sep 9, 2019 | UK
Increasingly, many developed world countries’ fixed-interest securities’ yields have gone sub-zero. German government debt yields are currently negative out to 17 years.i Japanese? 15 years.ii Whilst negative long-term rates in Germany and Japan aren’t particularly...
by Awatson | Aug 7, 2019 | UK
Over two months after UK and EU leaders delayed Brexit, things are looking a bit grim, in our view. UK politics seem in chaos to us. Factories are reeling, with April factory output its lowest since 2002, causing monthly gross domestic product (GDP, a...
by Awatson | Jul 2, 2019 | UK
The yield curve charts a country’s interest rates across all loan maturities—from short-term rates set by the central bank to long-term government bond rates traded in the marketplace. It is widely thought to be a reliable leading economic indicator. Here we explain...
