politics

Boris Johnson's arrival at Number 10 has done little to enhance UK investor confidence; he has wasted no time setting a collision course with the EU over his no-deal strategy, and members on the other side of the House of Commons.

Over the past decade, we have endured the tired pessimism that still looms from the 2008 Global Financial Crisis.

The headlines that will dominate the next quarter

Europe faces several challenges, specifically German manufacturing, trade wars and Italian budgetary pressures.

Argentinian 100-year bonds down 30% over last week

Global equity markets' abrupt sell-off, a fortnight ago now, emphasised equity markets' fragility in the latter stages of a mature economic cycle.

Renminbi devalued

Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.

How will the industry fare under his premiership?

Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.