We published our quarterly update examining the prospects for Q1 2020. The paper focuses on geopolitical risk, global bond yields, the fiscal, consumer and monetary outlook for the UK as well as an analysis if the global macro-economic environment. We conclude with capital market valuation analysis and recommendations.
We had an article published in CityAM examining Labour's election manifesto. The article can be read by clicking on the link below.
We were delighted to give a talk on 'taxation, productivity and growth' at the Institute of Economic Affairs 6th form schools conference at Loretto on 8th November. A copy of the talk is available on request.