See also

Economic views

The long view

  • Demand response to boost oil prices

    Demand response to boost oil prices

    Market consensus has become slightly less negative about the oil price since the dark days of early January. We explain why we believe the market is setting up for a significant supply shock.

  • Living Wage: a UK perspective

    Living Wage: a UK perspective

    The living wage is gaining momentum in the UK. We look at its costs and benefits, which sectors have the most exposure to the issue and the impact of its implementation on corporate margins.


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Outlooks 2015

  • Outlook 2015: UK equities

    Share valuations remain close to their long-run average, which gives us comfort in the market's aggregate level. We believe value still exists within the domestic banks and house builders.