Amareos

Ryan Shea

Thematic (Sector/Industry)

Summary:In the UK, the political shocks keep coming after PM May called for a snap general election to be held on June 8. Anticipating a landslide victory for the Conservative government and a smoother Brexit path, the UK currency has rallied. We outline why this is likely to be only transitory.  PM May surprised most people this week by announcing that the UK is to hold a snap election on June 8th. Outlining her motivation for calling an early election, something she had previously ruled out…

Summary:In the UK, the political shocks keep coming after PM May called for a snap general election to be held on June 8. Anticipating a landslide victory for the Conservative government and a smoother Brexit path, the UK currency has rallied. We outline why this is likely to be only transitory.  PM May surprised most people this week by announcing that the UK is to hold a snap election on June 8th. Outlining her motivation for calling an early election, something she had previously ruled out…

The Market Sentimentalist: European Elections (Part 2) - Britain's Re-Referendum

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

The UK Government today formally triggered the process of leaving the EU by invoking Article 50 of the Treaty on European Union. How are the negotiations likely to affect your business? Defining your priorities, developing concrete proposals, communicating these to influencers and decision-makers, and planning for different potential outcomes are all now critical.

The UK Government today formally triggered the process of leaving the EU by invoking Article 50 of the Treaty on European Union. How are the negotiations likely to affect your business? Defining your priorities, developing concrete proposals, communicating these to influencers and decision-makers, and planning for different potential outcomes are all now critical.

Brexit: Article 50 Triggered. A Legal Update from Dechert's International Trade and EU Law Team

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

(As a mark of respect and solidarity with those killed and injured in London on 22 March, I have delayed this note by 24 hours. My sincere condolences to the UK's people for the horrific terrorist outrage at Westminster).Martin McGuinness, the former commander of the Irish Republican Army (IRA) who became a sentinel of peace in Northern Ireland with the Good Friday Agreement (brokered by Bill Clinton in 1998) and served as Deputy First Minister there for a decade, did not live to see a reunited…

(As a mark of respect and solidarity with those killed and injured in London on 22 March, I have delayed this note by 24 hours. My sincere condolences to the UK's people for the horrific terrorist outrage at Westminster).Martin McGuinness, the former commander of the Irish Republican Army (IRA) who became a sentinel of peace in Northern Ireland with the Good Friday Agreement (brokered by Bill Clinton in 1998) and served as Deputy First Minister there for a decade, did not live to see a reunited…

Not Just Scotland: McGuinness, Brexit and the Dismantling of the United Kingdom

Summary:Article 50 is due to be triggered by the UK government within the next two weeks, marking the formal start of Brexit negotiations with the EU. These negotiations will be complex and the time frame is very limited. As a further complication Scottish politicians are pushing to hold a second independence referendum towards the end of the negotiation period. Using crowd-sourced sentiments we assess the outlook for the UK equity market and the currency and conclude that while the risks for…

Summary:Article 50 is due to be triggered by the UK government within the next two weeks, marking the formal start of Brexit negotiations with the EU. These negotiations will be complex and the time frame is very limited. As a further complication Scottish politicians are pushing to hold a second independence referendum towards the end of the negotiation period. Using crowd-sourced sentiments we assess the outlook for the UK equity market and the currency and conclude that while the risks for…

The Market Sentimentalist: Ready, Steady, Brexit

The upcoming French election has, as we warned previously (<a href="https://www.smartkarma.com/insights/the-market-sentimentalist-redshift-politics" target="_blank" data-smartkarma-citation="insights:8677">The Market Sentimentalist: Redshift Politics</a>), rattled investors. Intra-regional government bond spreads have widened as investors view the perceived safety of German Bunds as a more attractive investment characteristic - and hence destination for their capital - during times of heightened political uncertainty.The catalyst for this price action has been the steady rise in support in the polls for Front National leader, Marine Le Pen, whose economic policy pledges include pulling out of the single currency and taking away the Banque de France’s operational independence and coercing it to print money in support of a more stimulative fiscal policy stance.Having been caught off-guard by the Brexit and Trump votes last year investors are wary, and understandably so. But what do the same crowd-sourced sentiment indicators that flagged both of these earlier "surprises" suggest? Are we in for yet another populist victory?

The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional government bond spreads have widened as investors view the perceived safety of German Bunds as a more attractive investment characteristic - and hence destination for their capital - during times of heightened political uncertainty.The catalyst for this price action has been the steady rise in support in the polls for Front National leader, Marine Le Pen, whose economic policy pledges include pulling out of the single currency and taking away the Banque de France’s operational independence and coercing it to print money in support of a more stimulative fiscal policy stance.Having been caught off-guard by the Brexit and Trump votes last year investors are wary, and understandably so. But what do the same crowd-sourced sentiment indicators that flagged both of these earlier "surprises" suggest? Are we in for yet another populist victory?

The Market Sentimentalist: French Election Special

United States

iShares MSCI United Kingdom ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the British market, as measured by the MSCI United Kingdom Index. The ETF invests in a representative sample of index stocks using a "portfolio sampling" technique.

iShares MSCI United Kingdom ET (EWU US)

The Market Sentimentalist: European Elections (Part 2) - Britain's Re-Referendum

Summary:In the UK, the political shocks keep coming after PM May called for a snap general election to be held on June 8. Anticipating a landslide...

Amareos

Brexit: Article 50 Triggered. A Legal Update from Dechert's International Trade and EU Law Team

The UK Government today formally triggered the process of leaving the EU by invoking Article 50 of the Treaty on European Union. How are the...

Dechert LLP

Not Just Scotland: McGuinness, Brexit and the Dismantling of the United Kingdom

(As a mark of respect and solidarity with those killed and injured in London on 22 March, I have delayed this note by 24 hours. My sincere...

Prasenjit K. Basu

The Market Sentimentalist: Ready, Steady, Brexit

Summary:Article 50 is due to be triggered by the UK government within the next two weeks, marking the formal start of Brexit negotiations with the...

Amareos

The Market Sentimentalist: French Election Special

The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...

Amareos