Articles about “Brexit”
New UK Prime Minister and New King During Turbulent Times
The death of Queen Elizabeth II, her succession by Charles III and the appointment of the new prime minister, Liz Truss, mark a change of era in Great Britain. The government’s focus is on the fight against inflation and high energy prices.
2019 stock market review
Our 2019 stock market review: for investors around the world, 2019 was by and large a continuation of the previous year: the trade dispute between the US and China and the back and forth over Brexit remained the dominant topics.
Positive bottom line for our funds in 2019
Only a few weeks left and then 2019 is history. Thanks to booming stock exchanges and yet another increase in bond prices. Investors can look back on a pleasing balance sheet.
FT Nordic Investor Outlook – Agile Investment in Uncertain Markets
The FT Nordic Investor Outlook 2019 was dedicated to the topic „Agile Investment in Uncertain Markets“. High caliber speakers were discussing China, ESG and Brexit.
Outlook for the second half of 2019
Many asset classes recorded significant gains. At the same time, the falling tendency of numerous economic indicators has suggested a slowdown in GDP growth. How do these two go together?
Mercosur – EU: Largest free trade zone in the world
After 20 years of negotiation the EU and the South American trade bloc Mercosur announced the formation of the world’s largest free trade zone. The agreement is controversial.
Stable prospects for Central and Eastern Europe
The countries of Central, Eastern and Southeastern Europe are among the most important economic growth markets for Europe. How are the prospects for next year?
Stabilization or downturn?
The majority of economic indicators point to a slowdown in global real economic growth.
How will this dichotomy between the market and the economic environment be resolved and will there be a stabilization?
Brexit: The Final Countdown
Another Brexit defeat for Theresa May: How are things developing now? On February 27th the question arises: “May-Deal” or “No Deal”?
Romania – Nowhere to hide
The Presidency of the Council of the European Union caught Romania in a difficult position, both from a political and macroeconomic perspective. Now the question arises – Quo vadis Romania?
After the Brexit vote: 4 scenarios for the British pound
After the British House of Commons rejected the Brexit vote: How will things develop and what are the 4 scenarios for the British pound?
Brexit agreement ahead of vote in British Parliament
The “divorce agreement” of the British with the EU stands. At the highly anticipated EU Special Summit on Sunday, Britain and the EU agreed on their post-Brexit relations at the end of March 2019. Now only the vote in the British House of Commons is missing. It’s getting tight.
Romania: losing its shine
On January 1st 2019, Romania will assume the Presidency of the Council of the European Union: an opportunity to regain its shine as a true growth champion and supporter of European values. But how is the country’s economy doing?
Mixed feelings on the US stock exchanges
After a good start to the US reporting season, the tide on the US stock exchanges turned last week. Find out more in our new blog.
Strong USA, weak emerging markets, risk of inflation – is the economic boom drawing to an end?
This blog entry will discuss three scenarios for the coming quarters and the coming year.
Brexit-Referendum – a Non-Event?
Was the decision by the UK to leave the EU a non-event? Globally speaking, share prices have increased, the spreads for default risk have narrowed on many markets, and the UK central bank, i.e. the Bank of England, did not cut its key-lending rate. Good growth rate The economic indicators continue to suggest real economic […]
Brexit: How resilient is the financial system?
The vote in favour of leaving the EU by the UK means one thing above all: uncertainty. Because the effects on the sentiment and the behaviour of companies, the public, the financial market participants, and the political parties are difficult to predict. Paradoxically, the prices of risky assets such as equities, corporate bonds, and emerging […]
Independence Day
On 23 June the people of the UK voted in favour of an exit from the European Union. Basically the UK thus strengthened its supposed (?) state sovereignty at the expense of the economic advantages of an EU membership. For the rest of the EU, its economic and political clout weakens as a result.
Brexit becomes reality – markets under pressure
Yesterday’s referendum in the UK surprised with a narrow majority in favour of Brexit. According to the latest results, 51.8% voted for the Brexit, i.e. the exit from the EU. Polls and betting odds had been suggesting a majority in favour of remaining (“Bremain”) in the EU. As expected, Brexit is triggering a massive negative […]
Brexit update: Will they stay or will they go?
Less than a week is left before the British electorate will decide whether the United Kingdom should remain a member of the European Union (the Bremain scenario) or leave the union, an outcome known as Brexit. Two months ago, when we started covering this event in a series of blogs (see here, here, here and […]
Brexit or secular stagnation?
Risk-averse markets The classic indicators on the capital market suggest rising risk with respect to the economy and risky assets. Spreads have widened, and the yield differential between long-term and short-term government bonds has fallen; volatility has increased. Also, the inflation rate priced in has decreased, the Japanese yen and the Swiss franc have appreciated, […]
Brexit: Breakin’ up is hard to do – Part IV
Stock markets not impressed – so far While the debate about Brexit is getting more intense (just a day ago the UK Treasury released its warnings) and the Pound Sterling is trading near historical lows as the referendum is approaching, the UK equity market has not shown any signs of stress. Its valuation premium to […]
Brexit: Breakin’ up is hard to do – Part III
What financial markets are telling us about Brexit The UK’s exit from the European Union – known as “Brexit” – would be a major economic and political event for the UK, Europa and the wider world. While Brexit is not the most likely outcome, it is a real possibility, raising questions, how financial markets will […]
Brexit: Breakin’ up is hard to do – Part II
The economic implications of Brexit Opinion polls and betting odds as well as the muted response of debt and equity investors suggest that Brexit – the UK’s exit from the EU – is not the most likely scenario. That said, it cannot be ruled out. For example, about a quarter of all opinion polls conducted […]
Brexit: Breakin’ up is hard to do – Part I
The likelihood of Brexit On June 23, 2016 the UK will hold a referendum. Voters will decide whether the country should remain a member of the European Union (the “Bremain”-scenario), or whether it should leave the EU (the “Brexit”-scenario). Arguably, Brexit marks the most significant tail-risk for European and global asset markets in 2016.