Macro Views
Latest news | 11 Jun 25
UK Spending Review draws tax hike speculation – may be good for housebuilders, REITs
Latest UK Spending Review raises points of opportunity but concerns over fiscal implications and risk of tax hikes later.
Alternatives | 3 Apr 25
Industry reacts as Trump imposes tariffs across the globe
Asian countries got hit much harder than Europe
Investment | 6 Feb 25
Bank of England cuts base rate to 4.5% as ‘stagflationary thesis remains’
Two MPC members preferred a 0.50% point reduction
Alternatives | 20 Jan 25
Geoff Cook on global trends amid Trump inauguration
Five significant trends for 2025 are Trump, Tariffs, Tax, Tech, and Trade
Mexico’s post-election potential and investment opportunities
Mexico is the second-highest receiver of remittances—transfers of money from migrants working abroad—in the world