We have published a note examining the mechanism for a likely EU referendum, the key areas of debate and the implications for bond, currency and equity markets. Please contact us for a copy of the paper.
We are delighted to have had the opportunity to speak to audiences at Lincoln, Christ Church College, Oxford and London on Magna Carta's importance and relevance today. If you would like a copy of the talks please contact us.
We are delighted to have been commissioned to write the above book with the kind support of the Federal Trust and Hampden Trust. This book looks at the historical context of Magna Carta, the importance of its principles and the common law and categorises how our society is performing today in relation to economic, judicial and constitutional affairs. To mark the 800th anniversary of the Magna Carta a copy of this book is being sent to every secondary school in England.
Our quarterly dividend monitor shows consensus dividend estimates holding however while we believe sustainable growing income streams to be a key investment criteria we are concerned that there is increasing risk to dividend maintenance amongst some of the highest yielding stocks, particularly in the mining and oil sectors. Consensus dividend growth for 2015 and 2016 of 7% and 6% respectively looks questionable albeit the income risk is concentrated to a small number of stocks. Please contact us for a copy of the report.
Walbrook Economics is delighted to have been commissioned to provide a comprehensive independent assessment of the Scottish government's proposals for fiscal autonomy. A copy of the report is available on request