Investment Week’s Post

Coverage in the Fin Review today on our survey finding re the Australian Electoral Commission topping the trust rankings. In a global context, it's definitely great news. It's also great that we have some more work coming out soon around trust in Australian Democracy. It affirms this finding and also puts a bit more context around it. More to come. "Electoral Commission Australia’s most trusted federal agency in State of the Service report; Home Affairs rates poorly https://lnkd.in/egpP2AYQ

How will gilts react to a change of government in the UK? The Labour Party’s landslide in last week’s general election might well usher in an era of stability, or at least, quell the markets for a while. So what will it do for bond markets? Our Co-Chief Investment Officer Thomas Becket spoke to Emma Wallis at Trustnet about how we are cautious on UK government bonds, but more optimistic on UK corporate bonds. Read the full article here: https://lnkd.in/dKPP8RMn Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #gilts #generalelection #government #bonds

UK election went as expected, but how many in our industry mentioned sterling strength and more potential upside, thus ignoring the noise? We did and that’s why our clients are happy. Because they have the extra knowledge that others don’t offer. We help our clients stay better informed. We watch the markets from afar, from a trading perspective. Focusing on fundamentals. So if you’re an FD or have clients moving money around the world, always stay informed, because markets won’t wait for you and poor execution can make big dents in P&L's. ws@lucidfinancialmarkets.com

With Labour winning the UK election we examine what securonomics mean for the UK economy, wealth management, UK equities and fixed income. If you’re a professional investor, find out from our experts what a Labour victory means. https://ow.ly/4iaT50SvMZa

The UK has seen a major political shift with Labour's landslide victory raising the question: What does this mean for the economy and markets? Stability and Growth: Labour's strong majority promises much-needed political stability, crucial for businesses and investors to anticipate policy changes. The focus will be on boosting economic growth through increased public investments. Market Reactions: Mid-sized companies could see significant gains with expected reforms making it easier to float and undertake M&A activities. This could provide a much-needed boost to the equities market. The commitment to fiscal restraint reassures markets, though long-term borrowing might rise to meet public spending needs. The Bank of England’s stance on interest rates will be pivotal in the coming months. What's Next? Labour’s victory opens opportunities for the UK but the new government also faces a number of challenges that need to be tackled. The upcoming October Budget will be the first real test for Labour's fiscal policies, setting the stage for potential rate cuts in the second half of 2024. 💬 What do you think about Labour’s victory and it’s impact on economy and markets? Share your thoughts below! #Elections #UK #Politics #Economics #Schroders

🇬🇧 How will gilts react to a change of government in the UK? Get the lowdown in this insightful article from This is Money. Understanding the impact of political shifts on the gilt market is crucial for investors. Dive into the analysis and stay informed! #UKPolitics #GiltMarket #InvestmentInsights https://ift.tt/Pn8Mj4k

 🏛🚨 UK Local Councils Face Financial Crisis! Leaders warn that the £64bn government package falls short, risking essential service cuts and bankruptcies.💰 For more details read the full story here:▶️ https://lnkd.in/gtY-xeYZ #NewcastleCityCouncil #GatesheadCouncil #CountyCouncilsNetwork #LocalGovernmentCrisis #AusterityConcerns

In the year of global elections also the UK has seen a major political shift with Labour's landslide victory raising the question: What does this mean for the economy and markets? Stability and Growth: Labour's strong majority promises much-needed political stability, crucial for businesses and investors to anticipate policy changes. The focus will be on boosting economic growth through increased public investments. Market Reactions: Mid-sized companies could see significant gains with expected reforms making it easier to float and undertake M&A activities. This could provide a much-needed boost to the equities market. The commitment to fiscal restraint reassures markets, though long-term borrowing might rise to meet public spending needs. The Bank of England’s stance on interest rates will be pivotal in the coming months. What's Next? Labour’s victory opens opportunities for the UK but the new government also faces a number of challenges that need to be tackled. The upcoming October Budget will be the first real test for Labour's fiscal policies, setting the stage for potential rate cuts in the second half of 2024. 💬 What do you think about Labour’s victory and it’s impact on economy and markets? Share your thoughts below! #Elections #UK #Politics #Economics #Schroders

Pound to tumble initially before longer term ‘sterling revival’ following election results 🗳. Daniel Casali. Despite UK markets having priced a strong Labour majority in line with recent polling 📊, “there may still be a level of political uncertainty the markets likely will not like”, according to OANDA CEO Gavin Bambury. Check out Linus Uhlig's latest article 👇 https://incm.pub/3xUpgl8 #investing #assetmanagement #wealthmanagement #finance

Really interesting talk this week at The Financial Services Forum on what a change of government could mean for financial services, businesses and the economy. Sounds like Labour has been engaging with industries and businesses much more actively and positively than in the past, so if they win the UK general election (which you'd struggle to bet against) next year (likely early Nov). The view from the room of FS experts is that the impact will either be positive or neutral for the sector. Ultimately the FS sector is looking for stability and predictability following the International Capital Markets reaction to the disasterous 'Truss' approach - and all the noises from Rachel Reeves are a constrained and no harm approach in the short to medium term - which is what the sector needs right now. #FinancialServicesForum #FinancialServices #FinancialMarketing