Capital idea

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

Not normal times

Not normal times

Robin Griffiths - 13 June 2013

‘History shows that when governments have tried to defy the economic cycle they only succeed in bending it out of shape for a while.’ Robin Griffiths’ latest overview of World markets.

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?