Market commentary

May resignation raises UK recession risk

Schroders' economics experts share their views as Boris Johnson is installed as favourite to become the UK's next Prime Minister (PM) following the announcement that the current incumbent, Theresa May, plans to step down on June 7, the day after the 75th anniversary of the D-Day landings in World...
Post-election India: environment supportive for equities

Sukumar Rajah, Senior Managing Director at Franklin Templeton Emerging Markets Equity comments on Bharatiya Janata Party's (BJP's) win in the Indian elections and highlights how Narendra Modi's party could pave the way for a boost in infrastructure spending. "After months on the campaign trail,...
Buying boots at the ready

Blain's Morning Porridge  "When May is Gone, Put Your Buying Boots On…"  Reading the obituaries of the extraordinary Niki Lauda yesterday I came across this great line referring to his rivalry with James Hunt (AKA Hunt the Shunt): "Hunt died of a hard-earned heart attack in...
When the bough breaks

Blain's Morning Porridge  "When the bough breaks…" Apologies for late comment – early client meeting got me! Have you ever watched a house of cards collapse? Sometimes a corner or a side comes down, and it can be sort of fixed…Sometimes the whole thing just gets blown away.  My...
Except how to enjoy it


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