By Mike Amey | Dec 17, 2018 Brexit: In All the Noise, Has That Much Changed? We believe markets are now broadly priced for an extended period of the status quo – where the current impasse remains, but the UK remains in the EU.
By Mike Amey | Nov 15, 2018 How Markets May React to a Brexit Deal We expect volatility, along with a potential rise in UK sovereign yields and strengthening of the pound.
By Mike Amey | Oct 10, 2018 What Investors Should Watch as Brexit Talks Heat Up We see a number of U.K. assets pricing in a relatively high chance of a disruptive Brexit.
By Scott A. Mather, Mike Amey, Olivia A. Albrecht | Jul 19, 2018 The Future of Sustainable Investing PIMCO’s CIO of U.S. core strategies and head of ESG strategies discuss why responsible investing matters and how we believe the firm can achieve better risk-adjusted returns within an ESG framework.
By Mike Amey | Apr 20, 2018 Bank of England: Is History Repeating Itself? Recent economic data casts doubt on the anticipated BoE rate hike.
By Mike Amey | Mar 29, 2018 Issuer Engagement Is Crucial to the Future of Sustainable Investing We believe that successful engagement can reduce credit risk, unlock value and influence positive impact.
By Mike Amey | Nov 02, 2017 The Bank of England’s Dovish Hike A slow and gradual rate hiking cycle may still be faster than markets think.
By Mike Amey | Oct 06, 2017 Under Pressure: How UK Politics Is Influencing Markets Whilst the status quo of a Theresa May led government remains the most likely outcome, there are a range of alternatives that investors should consider.
By Mike Amey | Jun 28, 2017 Politics to Shape the UK’s Long-Term Outlook The UK is now entering a period of significantly greater uncertainty as the political outlook has become more clouded.
By Mike Amey | Jun 09, 2017 What the UK Election Means for Markets Once again the British electorate surprised markets, opening the door for easier fiscal policy and a “softer” Brexit.
By Mike Amey | Jun 02, 2017 Are UK Markets Too Complacent About the Election? We do not believe investors are being adequately compensated to take risk associated with the outcome of the 8 June election.
By Mike Amey | Mar 29, 2017 Brexit Begins: Implications for Investors We caution investors on sterling and UK gilts as Brexit negotiations commence and the likelihood of a “hard Brexit” remains high.
By Mike Amey | Mar 08, 2017 UK Budget: No Alarms and No Surprises The UK is about to enter a period of potential uncertainty, and the greatest gift the Chancellor can provide to the government is economic protection.
By Mike Amey | Feb 02, 2017 The Bank of England: How to Justify Doing Nothing How can the BOE justify doing nothing – holding interest rates steady and offering no strong view on the direction of monetary policy – while also increasing its growth forecasts, at a time when it already expects inflation to overshoot the target for the next three years?
By Mike Amey | Nov 23, 2016 UK Budget: The End of Aspirational Austerity Ever since the Conservative government came to power in 2010, one of its key policy goals has been reducing the annual government deficit to achieve fiscal balance.
By Mike Amey | Oct 26, 2016 Popularity Up, Pound Down: Brexit and Volatility Have market participants overreacted to the tone of the Brexit debate, or is there more volatility to come?
By Mike Amey | Aug 04, 2016 Bank of England’s MPC Deploys Aggressive Policy Arsenal Today’s four policy moves certainly constitute a decisive and comprehensive package. Now the two critical questions are will it work, and what are the investment implications?
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