Investment & Business News Headlines

An age of extremism

It may have been caused by what happened in 2008, or the causes may run deeper than that. We are witnessing it at work in the US, and the result is that there is a chance the global economy may be brought down to its knees. We are seeing it in the UK too, and in Europe it may yet erupt. This is the rise of extremism, and investors need to factor in its inherent risk.

There used to be an adage about voting that went something like this:...Read More

Fiat money and a plan for creating growth by magic wand

For an economy to grow it needs the money supply to expand. That’s the point that those who favour a return to the gold standard overlook. In a static economy with no innovation and which will look the same in a hundred years’ time, a gold standard would do nicely....Read More

Posted Oct 01, 2013

Britain hoping to drive the economy forward through innovation

Innovation has always been a key foundation of a strong business, with even the world's largest brands continuing to push boundaries in order to stay one step ahead of their rivals with the latest must-have products or services. Strong innovative businesses also lead to a robust economy, attracting worldwide attention...Read More

Posted Sep 24, 2013

Are we set to see a new M&A boom?

The deal between Vodafone and Verizon announced earlier this month is, in fact, the third largest corporate deal in history. In comparison the deal between Microsoft and Nokia is small beer, but it is still a massive arrangement by any normal yardstick. Interest rates are low, but they may not...Read More

Posted Sep 12, 2013

Is manufacturing coming home?

Re-shoring. If the last decade or so has been characterised by off-shoring, then maybe we are set to enter a new era in which manufacturing returns to home markets, or, failing that, to countries much closer to home. Re-shoring: if it proves to be real, it may provide real, underlying...Read More

Posted Sep 27, 2013

Will UK interest rates be rising soon?

The Bank of England says a rate hike is not likely until 2016; the markets are pricing in a 2015 hike. But might they rise even sooner than that?

These days it’s about unemployment. The Bank of England now says that for as long unemployment is above 7.0 per...Read More

Posted Sep 05, 2013

UK leads manufacturing revival

It was good news across most of the world yesterday – at least it was good news as far as manufacturing went. And for the UK, which really needs a recovery made of more than just rising house prices, the news was especially good. Nay, ignore that. It was spectacularly...Read More

Posted Sep 03, 2013

The lesson of history on the troubled Eurozone

Asia is in crisis mode. Europe, or so it appears, is in recovery mode. In Asia we are set to see a re-run of 1997, or so they say, when Asia suffered one very nasty crash. In Europe years of pain are set to pay dividends, or once again so...Read More

Posted Sep 03, 2013

The cash mountain and why the UK economy may be set to grow much faster than even the most optimistic are predicting

'Give me a place to stand, and I shall move the world,' or so said Archimedes – supposedly. He was expounding upon the benefits of levers. A small action can lead to a massive reaction, if the pivots and levers are right. It is like that with the economy too,...Read More

Posted Sep 16, 2013

The Industrial Revolution is starting, but not here

The World Economic Forum has picked out 36 start-ups which it sees as technology pioneers. The companies and their offerings are indeed impressive, and lend more support to the idea often suggested here that we are in the midst of the greatest industrial/technological revolution to date. There is one problem...Read More

Posted Aug 29, 2013

Carney promised but the markets don’t believe him

The threat to quantitative easing – or QE – is like a nuclear deterrent. If rates are forced up by the markets, we will use QE, suggests the Bank of England, and therefore there is no need for it, as markets price in what might happen if they don’t heed...Read More

Posted Aug 29, 2013

What next for Microsoft?

Over the weekend the press were full of talk of Steve Ballmer, the CEO of Microsoft, who has announced his plan to retire next year. This begs the question: what next for the company? Should it revisit the idea of a merger with Yahoo?

Some focused on the somewhat...Read More

Posted Aug 27, 2013

Wages set to rise – in emerging markets

When was the last time you had a pay rise? Many people might answer that question by saying “about five years ago.” Envy the Chinese, or Poles, or Mexicans, or Indians. According to PwC, they are likely to see their wages shoot up. This is set to be a very...Read More

Posted Sep 27, 2013

UK Merger & Acquisition advisers hope that Vodafone sale might trigger sustained revival in deal activity, article by Baker Tilly

There’s a lot of talk about the dearth of Merger & Acquisition activity in the UK and overseas but this would appear to be a bit of an illusion since business confidence is still sufficiently robust to underpin near record figures for global transactions.

According to Mergermarket, the first quarter of...Read More

Posted Sep 18, 2013

Can this be true: UK economy set to boom?

If 10cc were to write a song about the latest surveys on the UK economy they might say: “I don’t like surveys. Oh no, I love them.” The fact is that the surveys are not just good; they are remarkable, but can they really be right?

It was told...Read More

Posted Sep 05, 2013

It’s a matter of maths: consumer inflation is set to fall and house price inflation is set to rise

As far as the Bank of England is concerned, the inflation panic is over for now. You may recall that many feared that one of Mark Carney’s first acts as governor of the Bank of England would be to put pen to paper and knock off a quick letter to...Read More

Posted Sep 18, 2013

Will UK interest rates be rising soon?

The Bank of England says a rate hike is not likely until 2016; the markets are pricing in a 2015 hike. But might they rise even sooner than that?

These days it’s about unemployment. The Bank of England now says that for as long unemployment is above 7.0 per...Read More

Posted Sep 05, 2013

And now construction sees a big boost

This morning the latest Purchasing Managers’ Index (PMI) on UK construction was out, and boy was it good. It was especially good for residential construction.

The headline PMI for UK construction hit 59.1 – that is seasonally adjusted by the way. To put this in context, any score over...Read More

Posted Sep 03, 2013

Advertorial – Three months until the Digital Marketing Show

There is just three months to go until the first ever Digital Marketing Show takes place at Excel. With 150 speakers and 100 exhibitors, the Digital Marketing Show promises to be the ‘must attend event’ of the year. The Digital Marketing Show will bring together industry leaders, key influencers and...Read More

Posted Aug 29, 2013

Why a UK housing boom is both possible and not understood by the government and Bank of England

George Osborne recently tried to assure us. "I don't think in the current environment a house price bubble is going to emerge in 18 months or three years," or so he told parliament this week. The Bank of England governor promises us he won’t let it happen – no bubble...Read More

Posted Sep 11, 2013

The wind farm bias

Did you read the one about wind farms that can only produce enough electricity to make a few cups of tea? What a scandal! Why do we need these cursed wind farms? Yet take another look, and it turns out that actually wind farms are growing in importance all the...Read More

Posted Aug 27, 2013

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