Archive

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

February 06, 2024
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Four Important EM Elections in 2024

  • Elections in Indonesia and India should both result in policy continuity as far as the economy is concerned. In South Africa, the election outcome will likely lead to a further deterioration in governance. As for Mexico, MORENA will probably retain the presidency but fall short of its target two-thirds majority in the legislature.

By Alastair Newton

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