Global Bank Equity Specialist, Creative Portfolios

Paul Hollingworth

Global Bank Equity Specialist

Creative Portfolios

Thematic (Sector/Industry)

Just over a year ago, we published <a href="https://www.smartkarma.com/insights/uk-political-risk-like-it-or-lump-it" target="_blank" data-smartkarma-citation="insights:24147" rel="noopener">UK Political Risk: Like It or Lump It</a> .  In the discussion, we cited a 33% chance of a general election in 2019. That equates to a winning 2-1 trade. Such a bet would have just scraped home - by 1 month!In the aforementioned insight, we detailed what a fully-fledged Corbyn government would mean for a beleaguered UK, and in the discussion we analysed what impact this would have on UK assets.Earlier this year, we correctly predicted trouble for Macri and Argentine assets in <a href="https://www.smartkarma.com/insights/2019-elections-part-6-argentina-macri-magic-and-the-peronist-spell" target="_blank" data-smartkarma-citation="insights:27792" rel="noopener">2019 Elections - Part 6. Argentina: Macri Magic and the Peronist Spell</a> assigning him with a much lower victory probability than the over-optimistic market while we successfully predicted comfortable victories for Ramaphosa in <a href="https://www.smartkarma.com/insights/2019-elections-part-4-south-africa-ramaphosa-anc-s-magician" target="_blank" data-smartkarma-citation="insights:27785" rel="noopener">2019 Elections - Part 4. South Africa: Ramaphosa - ANC’s Magician?</a> and for New Democracy in Greece in <a href="https://www.smartkarma.com/insights/2019-elections-part-5-greece-new-democracy-promises-magic-makeover" target="_blank" data-smartkarma-citation="insights:27788" rel="noopener">2019 Elections - Part 5. Greece: New Democracy Promises Magic Makeover</a>. The Greek stock market has been a stealthy out performer throughout 2019.In this brief insight, we will outline objectively what we believe may happen in the pre-Xmas general election on December 12th.

Just over a year ago, we published UK Political Risk: Like It or Lump It .  In the discussion, we cited a 33% chance of a general election in 2019. That equates to a winning 2-1 trade. Such a bet would have just scraped home - by 1 month!In the aforementioned insight, we detailed what a fully-fledged Corbyn government would mean for a beleaguered UK, and in the discussion we analysed what impact this would have on UK assets.Earlier this year, we correctly predicted trouble for Macri and Argentine assets in 2019 Elections - Part 6. Argentina: Macri Magic and the Peronist Spell assigning him with a much lower victory probability than the over-optimistic market while we successfully predicted comfortable victories for Ramaphosa in 2019 Elections - Part 4. South Africa: Ramaphosa - ANC’s Magician? and for New Democracy in Greece in 2019 Elections - Part 5. Greece: New Democracy Promises Magic Makeover. The Greek stock market has been a stealthy out performer throughout 2019.In this brief insight, we will outline objectively what we believe may happen in the pre-Xmas general election on December 12th. 

UK: What Will Happen in the UK General Election?

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

The decision to build two new nuclear power stations At Hinkley C in Somerset, England, has rightly been called in for review. It cannot be supported on cost, environmental, political or security grounds. It should be dropped.

The decision to build two new nuclear power stations At Hinkley C in Somerset, England, has rightly been called in for review. It cannot be supported on cost, environmental, political or security grounds. It should be dropped.

Good Reasons Not to Go Ahead with Hinkley C

United Kingdom

Severn Trent plc supplies water, waste, and utility services throughout the United Kingdom, Europe, and the United States. The Group offers a range of water purification, sewage treatment and disposal, and recycling services. Severn also provides utility companies with a range of information technology services and software solutions, as well as engineering consultancy services.

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Severn Trent (SVT LN)

UK: What Will Happen in the UK General Election?

Just over a year ago, we published UK Political Risk: Like It or Lump It . In the discussion, we cited a 33% chance of a general election in 2019....

Paul Hollingworth

Good Reasons Not to Go Ahead with Hinkley C

The decision to build two new nuclear power stations At Hinkley C in Somerset, England, has rightly been called in for review. It cannot be...

Bixmoor

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