United Kingdom Views

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Rising Use Of E-Cigarettes

There is a growing demand for smoking cessation products as global tobacco consumption remains stubbornly highly despite the increase in global health warning labels on tobacco packages and national...

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Selectively Bullish Asian FX

We remain broadly bullish towards Asian FX (excluding the Chinese yuan and New Zealand dollar), as we continue to believe that a combination of stronger real GDP growth, higher real yields and...

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Scottish Referendum Primer

Although we still believe that the upcoming Scottish independence referendum in September will be rejected by the electorate, the Unionists may only win by a single digit lead. Such a small margin...

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Global Renewables 'Brightspots'

UK offshore wind, Japan solar PV, Turkey onshore wind, Chile solar PV and South Africa solar PV, CSP and onshore wind are all 'brightspots' in the global renewables market. Companies with exposure to...

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House Building Facing Fewer Risks

We remain positive on the UK residential construction sector and highlight that there is potential for us to upgrade our forecasts following strong growth in the number of housing starts over the...

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