Wed, Feb 19, 2020
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Article 50: What's next for investors?

Thursday, March 30, 2017

Matthias Knab, Opalesque:

Schroders writes on Harvest Exchange:

Since the UK voted to leave the European Union the domestic economy has experienced a more muted reaction than expected, as has the UK stockmarket. Sterling, however, has declined.

Stronger-than-expected consumer spending has helped support the economy, while, in part, the resilience of the UK stockmarket has been the result of investor appetite for international stocks with foreign - particularly US dollar - earnings.

But now that the trigger has been pulled on Article 50, what next?

Azad Zangana, Senior European Economist & Strategist, said: "The depreciation in sterling has largely been as expected and we are now seeing the inflationary effects of higher import prices feeding through into household inflation. We are trying to see how households will cope with this higher inflation. Real disposable incomes were growing at close to 5% at the start of last year, but by its end had actually fallen to zero as inflation picked up.

"Inflation has continued to rise and is currently at 2.3%. We forecast it to increase to up to 3.5% by the middle of this year, which implies disposable income will shrink further in the coming quarters, and should cause households to either reduce their spending or savings. As it happens, households have been reducing their savings for ......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Evolution of shrinking hedge fund fees - what do investors and managers need to know?[more]

    By Don Steinbrugge, Founder and CEO, Agecroft Partners (DonSteinbrugge@agecroftpartners.com): Hedge funds fees remain under extreme pressure across the industry. This strong trend is driven by declining return expectations from investors, inc

  2. PE/VC: Venture debt: Is it a loan? Is it equity? Is it an pportunity?, PE, VC investments in India hit all-time high in 2019[more]

    Venture debt: Is it a loan? Is it equity? Is it an pportunity? From Forbes: Venture Capital is usually the default option for fast-growth startups looking for a cash injection, thanks to our willingness to take risks in return for equity, and with no need to pay anything back - at least

  3. PE/VC: No handshakes, no deals: Silicon Valley VCs hit pause on China, US private equity funds swoop on UK for cheap deals[more]

    No handshakes, no deals: Silicon Valley VCs hit pause on China From Nikkei: Venture capital companies in Silicon Valley are not taking any chances when it comes to the coronavirus outbreak. "Due to the Coronavirus, No Handshakes Please. Thank You," reads a sign on the office doors of An

  4. COVID-19: Investors track ships, chase rumours to get edge on COVID-19 risks, Coronavirus risk puts the bull run on pause, China was wise to let markets stumble[more]

    Investors track ships, chase rumours to get edge on COVID-19 risks From Reuters: As investors crunch numbers to determine how the coronavirus will hit China's economy, hedge fund manager Nathaniel Polachek has tied much of his outlook to the fate of a ship anchored near Weihai, China.

  5. Global pensions loading up on alternative investments says study[more]

    Laxman Pai, Opalesque Asia: Global pension funds remain committed to increasing their exposure to private equity, real estate, and other alternatives, says a study. A new report from Willis Towers Watson's Thinking Ahead Institute revealed that the shift to alternative assets continues apace