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Opportunities on Brexit

With Brexit using up most of investors' brain power it's worth taking a moment to pause and remember that Brexit isn't the only game in town. There are other clouds on the horizon. What they [...]

Is the EU falling apart? With or without Brexit?

As I speak to many people about the upcoming referendum I am constantly surprised that few have much knowledge of the unsettling political trends across the EU. Most have a sense that it got ugly [...]

Brexit Trade Facts: Hot Air And The Mole Hill

Is trade THE killer issue? Claim and counter claim has certainly sown confusion,which is a great pity. We wanted to explore the facts and were surprised by the real numbers and the facts about the [...]

Of Brexit and icebergs

We can’t avoid the Brexit referendum, as it is dominating both the front pages and business pages. This is a personal view. Anyone who tells you that they know what will happen in the UK [...]

It’s all about confidence

SUMMARY. The first quarter of 2015 was fascinating. In stock market terms Japan was the star, closely followed by Europe. In contrast real world economic indicators out of the US are not great, but markets [...]