In 2016 the UK voted to leave the European Union and Donald Trump was elected as the next US president. Despite these potentially destabilizing events, global equity markets ended the year in positive territory. Looking to 2017, Aidan Donnelly, Head of Equities, examines the effects that Trump’s election will have on both the global economy and equity markets.
As the world becomes more interconnected, cyber security is becoming an ever more prevalent topic. Close to 50% of the world’s population is now online according to the International Telecommunications Union. Though the benefits are obvious, it does bring greater risks.
MarketWatch sat down with Zak Kacem to hear how he believes this month’s French presidential election will unfold and whether “Frexit” could be a real possibility.
As we begin 2017, voters around the world are increasingly demanding change. This is leading to more populist policy measures such as increased spending and tax cuts, but also a rise in protectionism. More expansionary fiscal policies should result in a pick-up in growth, but history suggests a more insular world is not good for anyone.
Following last year’s EU referendum result, 2017 will see the UK come to terms with how Brexit could impact its economy, currency, and consumer & business confidence. In this article, Alan Werlau, Senior Investment Strategist, looks at the year ahead for the UK in a post-Brexit world following the trigger of Article 50 later this year.
2017 will be a critical year for the Eurozone. Brexit and the results of upcoming national elections in German, France, and the Netherlands will impact heavily on its currency. David Collins, Investment Strategist, looks at the year ahead for currencies and how the euro will perform against the US dollar and sterling.
The recent recovery in Ireland’s commercial property market showed no sign of abating during 2016. As we move into 2017, Robin Potter-Cogan, Director, Davy Real Estate, looks the volume of developments both currently under construction and planned for the years ahead to meet demand.
Economist Robbie Kelleher looks at some of the challenges facing the Irish economy in 2017, including housing supply and public sector pay.
Head of Global Investment Selection, Mary Cahill, sat down with Co-CEO of The Carlyle Group, David Rubenstein, to hear his views on the global macroeconomic and political landscape and how it could impact private equity investing going into 2017.
Italian voters will go to the ballot boxes on 4th December to vote on reforming the Italian constitution. What will the referendum mean for the euro and the stability of the eurozone project?