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Big Picture Thoughts as we Head into Q4
Throughout most of the third quarter, it feels like we have been almost obsessively focused on calling a turn higher in both developed market bond yields and the US Dollar. After what feels like forever,…
What the Trump tax plan means for investors For Professional Investors Only
Summary On 27 September, President Trump announced the “framework” for comprehensive US tax reform. Passing the bill will not be easy, but it could simplify the current tax code, increase economic growth and support the…
Week in review: Manchester May-day
British Prime Minister Theresa May used her keynote speech to deliver a powerful message to the Conservative Party’s annual conference in Manchester this week. That message? “Bui_ding a c__ntry tha_ _orks _or ___ryon_”.* Mrs May’s…
Feels Like We Have Been Here Before…
THE ELECTRIC VEHICLE REVOLUTION CHARGING FORWARD? How many people can recall when a famous British inventor last created an electric vehicle?[1] Sir Clive Sinclair dreamt up the C5 in 1979. In that year Millennial’s Baby-boomer parents…
A Synchronised Global Economic Upswing
All major economies are growing for first time since 2007 Amid the gloom and doom that characterises a lot of commentary about our world today, we think it worth noting that the global economy, by…
Some Thoughts on Inflation, Tax Reform and the Fed
Before this week’s report, we wanted to draw your attention to the trade ideas section of the report we have run for the past few weeks. For administration and regulatory reasons, we would like all…
Week in review: Mutti makes it four in a row
Signs that populism is on the wane have been warmly welcomed by investors in recent months. European stock markets and the euro currency have both risen since far-right politicians failed to make gains in the…
What to Expect from the BoJ’s Next Meeting For Professional Investors Only
Summary Although the Bank of Japan has enjoyed some success with its novel approach to financial engineering – including implementing negative interest rates and yield-curve controls – the economy and inflation both need to improve.…
India’s economic gain, in spite of short-term pain
India has seen a challenging 12 months with an ambitious demonitisation plan and the reform of the goods and services tax This has created short-term disruption but seeks to address key structural problems in the…
The elephant in the room: Can the Thai markets continue their strength?
The Thai market has been strong for the year to date, in spite of a number of political and economic challenges. Can it make progress from here? The transition to crown prince, Maha Vajiralongkorn, has…
A difficult balancing act
Alex Scott, Deputy Chief Investment Officer, Seven Investment Management Investors face a potentially difficult balancing act today. There is much to be positive – even optimistic – about. Most major economies are growing at or…
Where’s the clever money going? September 2017
Summer seems well and truly over, but the UK market until very recently has taken the autumnal weather very much in its stride, with the FTSE 100 index largely weaving sideways between 7350 and 7450…
Latin America’s Renewable Energy Revolution
For centuries Latin America’s natural resources have helped move the world economy. From the silver galleons that financed the Spanish Empire to the iron and copper exports that are rebuilding China, Latin America’s natural resources…
European Equities: Back to School
September in the Northern Hemisphere tends to be the beginning of the new school year. This year there seems to be a large amount on the ‘curriculum’. Starting with Brexit, the temperature is rising as…
The Return of the “Unreliable Boyfriend” and Other Central Bankers
Stanley Druckenmiller is one of the greatest investors/traders of the last 40 or so years. He managed money for George Soros from 1988 to 2000, and was instrumental in the trade that broke the Bank…
What’s in a name?
Ben Kumar, Investment Manager, Seven Investment Management Have a look at this list: 1. Apple 2. Alphabet 3. Microsoft 4. Amazon 5. Berkshire Hathaway 6. Johnson & Johnson 7. Facebook 8. Alibaba Group 9. Tencent…
Week in Review: Apples and Oranges
Was it worth the wait? The week’s big event in the highflying tech sector was the unveiling of Apple’s new iPhone. And not just one iPhone, as it turned out, but three: the iPhone 8,…
Macri Ready for Midterms
Since coming to power in December 2015 Argentine President Mauricio Macri’s wide-ranging reforms have attracted worldwide investor attention. It was a radical change after more than a decade of protectionist and heterodox economic policies under…