EU Immigration

IGC_EU Migration Former UK Prime Minister's cogent advice will not have much political impact it desrves, as it comes far too late.  Nevertheless, this valuable report from the Institute for  Global Change  provides lots of welcome facts on this important subject.  This is especially important during an era of "alterjnative facts"!

European Politics: Berlin, Florence & Brexit

26 September 2017 Despite Europe’s recent economic upswing, Germany’s election result provides a stark reminder of the region’s political discontent in the aftermath of the Euro crisis, protracted unemployment, and increasing income inequality.   Following the disappointing elections, can Chancellor Merkel and French President Macron produce the domestic and EU reforms needed to produce European prosperity? … Continue reading European Politics: Berlin, Florence & Brexit

US Productivity Stagnates: Brookings Assessment

  brookings productivity   Weak productivity growth lies at the heart of sluggish US GDP gains and subpar real wage growth.  The sources of lower efficiency gains are complex, and the Brookings Institute make a useful contribution tothis crucial debate.

Investment Strategy: Next 6 Months are Key for Trump Presidency

3 September 2017 Welcome to the launch of what will be a regular strategy review.  Macro-themes have dominated market moves, especially following the Brexit referendum and the US and French elections.  With the Trump Presidency entering a potentially decisive six months, I believe this will remain true during the year ahead. I am a believer … Continue reading Investment Strategy: Next 6 Months are Key for Trump Presidency