Sign up to receive our free research Subscribe Here
  • G10 Equities' Total Return

    (%)

    equities table
  • UK Equities' Total Return

    (1990 = 100)

    equities GBPindex
  • UK Equities' Total Return

    (% year-on-year)

    equities GBPpercent

 

Please click below for our latest research that touches on UK equities. 

 

  • Investing

    catImgInvesting
    Policy may ease to support activity, but inflation may drive rates up in time. Bond yields may rise prior to short rates and if UK risk premia rises. GBP may stay weak until comprehensive trading arrangements emerge. download »
  • Markets

    catImgMarkets
    GBP is up but still below its real mean. Markets price in a fair chance of one 25bp rate cut by Q3 2020. Yields are only slightly above their lows and spreads have remained stable. Equities have outperformed. download »
  • Financial Forecasts

    catImgForcasts
    NOK, SEK, JPY and AUD are lower than is likey to be sustained. As inflation rises and is sustained, central banks will switch to tightening policy, despite modest growth. As this moves into view, a major re-pricing of bonds will take place. download »