Economic Outlook

Latest insights and analysis from Investec experts

 
Jerome Powell

Market Brief: political May-hem weighs on the pound

By Kiran Russell
UK, 18 July 2018

Yesterday was another rollercoaster for Theresa May. The government had chosen to back all four amendments to the Customs Bill that had been tabled by Tory Eurosceptics on Monday.

Trump at Blenheim palace

Market Brief: will Europe approve of the UK White Paper?

By Sana Hanassi-Savari
UK, 13 July 2018

The UK government has finally published its 'white paper' on the future UK-EU trading relationship.

Theresa May meets Sebastian Kurz

Market Brief: Boris Johnson follows David Davis

By Sana Hanassi-Savari
UK, 10 July 2018

Much like the England team, this week seems to be a crucial one for the British Government, and in particular, Prime Minister Theresa May.

Investment risk

Weekly Digest: Risk assessment

UK, 25 June 2018
 
John Wyn-Evans talks about Investec Wealth & Investment's latest 18-month outlook of investment risk - including main threats, the probability of them taking place, and their potential impact.
30 Gresham Street

Market Brief: August goes live

By James Dazeley
UK, 22 June 2018

The sun is beaming down on the City today – perhaps the weather gods are happy with a certain BoE meeting yesterday.

Carney

Market Brief: Bank of England set to hold

By James Dazeley
UK, 21 June 2018

The pound inched higher yesterday afternoon as news broke Theresa May had managed to avoid a defeat in Parliament over her flagship Brexit bill.

Angela Merkel with Juncker and Macron

Market Brief: Big day for Theresa May

By James Dazeley
UK, 20 June 2018

The safe haven currencies benefitted yesterday as risk-aversion took grip of the FX markets.

Angela Merkel

Market Brief: New day, old news

By James Dazeley
UK, 19 June 2018

China vowed to retaliate against US companies overnight after President Donald Trump threatened to place tariffs on another $200 billion in Chinese imports.

Kim and Trump

Weekly Digest: Redback Rising

By John Haynes
UK, 18 June 2018

Last week saw significant developments in geopolitics and global monetary policy – two key areas of current concern for investors.

G7

Market Brief - G6+1: the US stands alone

By Kevin Musisi
UK, 11 June 2018

As the UK basked in glorious sunshine over the weekend, there was a much darker cloud resting over Montreal, Canada, as the G7 summit descended into farce.

Trudeau

Market Brief: May wades in on Trump

By Lewis Thorn
UK, 5 June 2018

Theresa May yesterday waded in on the debate on the US trade tariffs opening up a potential political backlash.

One year to Brexit: what’s in store for you and your business?

theresa may on the Brexit transition agreement
By Philip Shaw, chief economist
UK, 29 March 2018
 
With only a year to the end of the UK’s membership of the European Union, our chief economist takes stock of where Brexit negotiations are, the outlook for sterling, and key opportunities and difficulties to look out for. 

theresa may on the Brexit transition agreement

 

 

 

 

UK Spring Statement 2018: what you need to know

Philip Hammond delivered the UK Spring Statement on 13 March 2018. Find out what the update means for you, and the areas of the UK economy to keep an eye on, according to our chief economist Phil Shaw.

UK Spring Statement 2018: what you need to know

Philip Hammond delivered the UK Spring Statement on 13 March 2018. Find out what the update means for you, and the areas of the UK economy to keep an eye on, according to our chief economist Phil Shaw.

 

UK Autumn Budget 2017: how will it affect you?

 

Philip Hammond delivered the UK Budget statement on 22 November 2017. From property to capital gains, what do the reforms and policies announced mean for you and your business?

 

Bank of England raises interest rate from 0.25 to 0.5%: what does it mean for you?

 

‘The key impact on investment portfolios is that when you raise interest rates you make other assets look a little bit less attractive’

Phil Shaw, Chief Economist, Investec

‘The key impact on investment portfolios is that when you raise interest rates you make other assets look a little bit less attractive’

Phil Shaw, Chief Economist, Investec

 
Governor of the Bank of England Mark Carney speaks during the quarterly Inflation Report press conference at The Bank of England on 3 November 2016 in London

First rate rise in a decade, but will Brexit battles put the brakes on second hike?

By Victoria Clarke
UK, 3 November 2017
Markets ponder timing of further rate rises after Governor Carney hints MPC would await further clarity on key elements of Brexit before enacting its next move.