Tag UK

Boris’ Economics Plan scores an E-

Boris whipped the Tory faithful into a frenzy with his “wizard” economic plans, but it was empty, hollow and doomed bluster full of soundbites and repeating policy mistakes like austerity and higher taxes. It’s time for Government to get radical and retro-build the economy from top to bottom – all of which is imminently possible if they learn the lessons of the pandemic.

The UK’s Green Gilt is Marketing Puff and a Pointless Distraction

The UK attracted a record £137 bln order book for its £10 bln Green Gilt. But what does the Green Gilt achieve? Its marketing puff. It may disguise how ill-considered and ultimately self-defeating the Government’s rush to looking green has been. No matter how well intentioned a Green Gilt is – its style over substance, papering over the cracks in a confused and contradictory long-term climate-change mitigation strategy.  

Stock Momentum, Covid and Big Tech

Stock markets feel like they are running out of momentum – but that should not lead to fears of a no-see-um crash, rather a more fundamental assessment of the reasons why? In the UK, Plan B – National Economic Suicide by winter Lockdowns – looks on the cards. And, despite all the wonders of Big Tech and promises about how much better it makes our lives – most of it is pretty pants.

Debt, Governments and Money Pits

The UK’s decision to hike taxes and put a sticking plaster on the cash-haemorrhaging NHS highlights serious issues for Soveriegn Debt Investors. Expectations on interest rates and currency markets are one issue, but the competency of governments to manage the quantum of debt raised through the pandemic and avoid rising uncertainty will be increasingly under the microscope.

So Much for the UK to be Positive About!

The football is finished. Get over it. There is much more positive stuff to follow! The UK has many issues to overcome, but we are a nation generally comfortable with ourselves, secure in our future and full of promise. This is the time to be investing in UK Inc – not writing us off because England dropped ball in the penalty lottery, again!   

Failing Global Politics and Inflation will be a Nasty Shock

Across the Occidental Economy there seems a trend towards political failure as polarization, sleaze and opportunism takes hold, even as electorates suffer from increasing inequality and declining prospects. As the threat of post-pandemic inflation rises, the ingredients are all there for further instability and labour strife. It’s all happening as the geo-political spheres of influence between China and the West are being redrawn.

Investment Guidelines for the Zeitgeist Market

The outlook for the UK looks rosier as pubs reopen, vaccinations beat targets, and the economy grows. But, how should investors be looking at markets when financial assets already look overpriced, and there are clear bubble risks ahead? It’s a matter of staying calm, reading the runes and understanding the markets new mindset!

European Vaccine Squabbles as UK Flounces Out

Europe's vaccine rollout is in tatters as a result of stupid politics and a desire to blame the UK, while the UK has just sent a very unsubtle message about Europe looking after itself. Its a silly playground squabble that needs to be resolved quickly, but at its heart is the usual European problem: Britain vs France.