Capital idea

Our investment specialists share their latest thoughts and insights into markets and the economy. 

A mid-Atlantic recovery

A mid-Atlantic recovery

Richard Jeffrey - 21 May 2013

While the Eurozone economies remain mired by the currency and debt crisis, the UK appears to be breaking free with a string of more encouraging economic releases.

The long way round

The long way round

Robin Griffiths - 30 April 2013

‘The global economy is alive and functioning but it is not booming. In many instances it is only ticking over.’ Robin Griffiths provides his latest technical analysis overview of World markets.

Not going wobbly on public finances

Not going wobbly on public finances

Richard Jeffrey - 19 March 2013

When trying to analyse the suggested remedies for the ailments affecting public sector finances, CIO Richard Jeffrey believes it’s more important to understand the politics than the economics.

The output-employment conundrum

The output-employment conundrum

Richard Jeffrey - 23 January 2013

Any commentator looking at recent trends in the UK economy is faced with a very obvious puzzle: why is employment rising so strongly if output is so weak?

There is still no substitute for common sense

There is still no substitute for common sense

Richard Jeffrey - 21 January 2013

The BoE’s recent policy regime did not serve us well but will the incoming chairman’s direction lead to worse mistakes? Richard believes that there is no substitute for common sense.