Archive

March 05, 2024
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UK Politics: Betting On Red

  • The 6 March budget will be highly political but looking to shore up Conservative ‘core’ support and fend off the Reform UK threat rather than appealing to the broader electorate. The embedded ‘bet’ is that an incoming Labour government will inherit the fiscal consequences.

By Alastair Newton


February 26, 2024
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Russia/Ukraine

  • As the war in Ukraine enters its third year, investors should continue to essentially sideline scenarios for the conflict per se and concentrate instead on the implications of increased defence spending in the West in general and Europe in particular.

By Alastair Newton


February 19, 2024
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UK Politics: The Right Bites

  • Following Reform UK’s strong performance in last week’s by-elections, the 29 February Rochdale by-election will create pressure for Rishi Sunak from within his party to shift rightwards or step down.

By Alastair Newton


February 12, 2024
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UK Politics: Bye-bye Elections

  • The Conservative right-wing’s determination to continue pressing the self-destruct button is only likely to be deepened by two more by-election defeats on 15 February, ensuring that the UK waves ‘bye-bye’ to Tory government after the upcoming general election for at least five years.

By Alastair Newton