Market Insights


GBP Rallying on New Northern Ireland Trade Deal – What Next for Market?

UK & EU Leaders Finally Agree NI Terms Almost seven years since the UK electorate voted in favour of Brexit in the June 2016 referendum it looks as though the UK and EU have ...

PoliticsStock IndexUK

Will the next Prime Minister boost the FTSE?

It’s been a mixed year for UK assets with the British pound plunging on the one hand, while the FTSE 100 has been among the top performing global indices. Will the next Prime Minister influence this dynamic?


Chinese crackdown: is it over? Is it time to buy the dip?

Chinese stocks fell this year, following a massive regulatory crackdown across most sectors. Is the storm over or are we in for a long period of low returns?


The US Debt Ceiling: Does it matter this time?

The US government is approaching its debt ceiling, raising the prospect of the US defaulting on its debt if the limit is not raised. Markets have looked through it in the past. Might this time be different?


German Election 2021: Primer for Investors | Stocks to Watch

For the first time since Angela Merkel took office 16 years ago, this German election could mean big changes in Germany. What could that mean for international investors?


E-yuan efforts behind internet stocks regulatory pressures?

In April Alibaba was fined a record $2.8B for anticompetitive practices, and this week, Didi was told to remove its application from the app stores. Result: Chinese stock markets flopped. Could a Chinese e-yuan effort be ...


What Gary Gensler’s SEC appointment means for crypto

Gary Gensler, MIT fintech professor, long time regulator and ex-banker, was appointed SEC chairman by the Senate. While he is a proponent of financial innovation, he will seek to re-shape regulation before ...


UK’s FTSE 100 could be an unlikely winner from an American blue sweep

The largest components of the UK blue chip index lend themselves to the ‘reflation trade’ emerging from a possible Democratic sweep of the US government.


What happens to the franc if the US labels Switzerland a currency manipulator?

The Swiss franc is the top G10 FX riser in 2020 despite direct intervention from the SNB that could land the country labelled as a currency manipulator.


Political events that could drive investments flows in 2021

Like it or not, the decisions of policymakers play an increasing role in financial markets so we’ve made this handy guide to political events in 2021.


U.S elections: can the contest drag into 2021?

As we wrote two days ago, the risk for elevated market volatility is a contested result. At the time of our writing, it looks like this election might not be a smooth one indeed. It even feels like 2000…


Shocking election charts & MUST READ blogs

Are you as prepared as you can be for election night? Read on for must-see charts and articles on the 2020 US presidential election.