A free trade agreement with the EU avoids damaging tariffs, but other barriers remain.
We close a difficult year with a sense of relief, and the tools to deal with the challenges ahead.
Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt.
Thanksgiving may be a super-spreader event this year, as governments around the world try to plan their way through the upcoming festive season. But investors have been given a boost from good vaccine news.
Do changes at The Fed mean low rates forever?
News of a potentially viable vaccine is welcome, yet markets have rocketed back extremely quickly considering it is yet to be approved. With COVID-19 spreading rapidly once again, time is of the essence.
When it comes to grabbing headlines and stealing attention, reality is at a disadvantage to imagination. Our chief investment officer, Julian Chillingworth, ponders what it means for politics and investments.