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Regular articles that provide the latest accounts on recent political decisions and economic data, as well as identifying potential mid to longer-term risks for your investments.

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What Have We Learnt

This week’s lessons were not new. They were reminders….

1. Central bankers are politicians

The Bank of England flip flop culminated anti-climatically into no action, an acknowledgement of a softening in growth and inflation data,

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View From Brussels Pt3

Here is the latest monthly View From Brussels from our woman on the ground, the ear-to-the-strasse WriteMoney. She’s been talking to her contacts in the EU to gain an exclusive personal insight into their views…

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Risk is the Trigger

We’ve been on the road this week. From EM fund managers to multi-strategy PMs to private clients to bankers to journalists, you’ve all had the same body language. You know what’s going on,

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