Michael Browne

Trump's tariff barrage will test strength of UK 'special relationship'

US

Trump's tariff barrage will test strength of UK 'special relationship'

Universal tariffs could spell trouble

clock 04 February 2025 • 6 min read
Global investors doubt Reeves' Budget will make UK markets more attractive

UK

Global investors doubt Reeves' Budget will make UK markets more attractive

'Very little room for slippage'

clock 08 November 2024 • 4 min read
Autumn Budget 24: UK stocks rally while gilt yields soar as 'questions remain' around fiscal headroom

Markets

Autumn Budget 24: UK stocks rally while gilt yields soar as 'questions remain' around fiscal headroom

Gilts reach year-to-date high

clock 30 October 2024 • 2 min read
Deep Dive: Investors pin hopes of UK outflows reversal on brighter growth and policy reforms

UK

Deep Dive: Investors pin hopes of UK outflows reversal on brighter growth and policy reforms

Valuations not enough to turn the tide

clock 11 October 2024 • 5 min read
How investors are setting up for H2: Higher for longer, elections and credit

Markets

How investors are setting up for H2: Higher for longer, elections and credit

Interest rates remain a key point

clock 30 July 2024 • 9 min read
Franklin Templeton to transition oversight of UK equity team to Martin Currie platform

People moves

Franklin Templeton to transition oversight of UK equity team to Martin Currie platform

Colin Morton will continue to lead the team

clock 03 November 2021 • 2 min read

Europe

Confronting Europe's elephant in the room

It has been a strong showing for European equities in recent weeks, with the European Central Bank (ECB)'s policy action – and the rate cut in the US – all helping to lift shares higher.

clock 29 November 2019 • 2 min read
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