Some thoughts on the near-term economic, market and policy impact of Brexit: https://uk.avivainvestors.com/gb/en/institutional/insights/economic-research/after-the-referendum.html

Seven key investment themes: https://uk.avivainvestors.com/gb/en/institutional/insights/economic-research/seven-themes-that-will-shape-financial-markets-and-investment-returns.html

Aviva Investors sets out in this briefing note why Brexit would be bad for the UK: https://uk.avivainvestors.com/gb/en/institutional/insights/economic-research/brexit-house-view.html

A new blog post from my work site: https://uk.avivainvestors.com/gb/en/institutional/insights.economic-research.html

Hi all, Thanks to everyone who supported the blog in 2015 by reading it and sending me comments/questions. You may (or may not) have wondered why I’ve not posted anything for the past few months. Having returned to gainful employment (at Aviva Investors), I’m not really able to blog on global macro topics. But I … More 2015 in review

After nearly six months of blogging I have decided to give things a bit of a freshen up, with a new colour scheme and header. And after a bit of cajoling, I have decided to stop hiding behind the anonymous byline and fess up to who is actually doing the writing (in part because a good … More A change of look and a bit more info…