Brexit: Where do we stand and what should investors expect?

Monday 26 November 2018

Market Insights

After the EU approval of the Brexit deal, we could pass through some tough time until the UK parliamentary vote on the Brexit Withdrawal Agreement in December. UK Parliamentary ratification of the deal will be very difficult and will likely bring new episodes of market stress. But we think the most likely scenario is that the deal will ultimately be ratified, and the UK economy should experience a slight acceleration in 2019 and 2020.

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10/09/2018 Market Insights

US Midterm Elections: Potential Economic Agenda and Market Implications

In the upcoming US midterm elections on November 6, there are high expectations of divided Congress, with the Democratic Party taking control of the House of Representatives and the Republicans – or Grand Old Party (GOP) retaining control of the Senate. Other scenarios are possible: the GOP could maintain control of Congress or the Democrats could sweep both the House and the Senate.In this piece, we examine some of the reasons why we believe the most likely election outcome is a divided Congress. We then look at the economic agendas for both parties and potential issues around their implementation. Finally, we analyze possible investment implications on US equities and fixed income markets. Read here