Boris Johnson's Britain: The Outlook For UK Assets
Boris Johnson was announced as the new Prime Minister last week. Photo: PA Wire/PA Images/Dominic Lipinski
Sterling suffered in the weeks leading up to Boris Johnson's Tory party leadership win, which made him UK Prime Minister, with investors wary of his apparent willingness to allow a no-deal Brexit and for the UK to become the first country in the world to trade solely on World Trade Organisation rules.
Johnson has built a reputation for being somewhat vague on potential policies, while it is also unclear what new Chancellor Sajid Javid will focus on, although being a former banker and City Minister he...
Gyrostat May Market Outlook: When The Cost Of Protection Falls - Signals For Portfolio Positioning
This monthly Gyrostat Risk-Managed Market Outlook does not attempt to forecast market direction. It... Read more
The Risk Most Portfolios Do Not Explicitly Manage
Most portfolios are constructed on a simple and widely accepted assumption: that equity risk will be r... Read more
Gyrostat April Outlook: The Changing Cost Of Protection
Signals For Portfolio Construction This monthly Gyrostat Risk-Managed Market Outlook does not attemp... Read more
What Advisers Misunderstand About Protection
Protection is rarely rejected outright. More often, it is misunderstood. Most advisers recognise th... Read more
Gyrostat Market Outlook: Looking Beyond The 30-day Volatility Headlines
This outlook examines how financial markets are pricing risk rather than attempting to forecast market... Read more
Gyrostat Capital Management: The Hidden Assumption In Most Portfolios - Stability
Markets do not usually fail portfolios. Assumptions do. Most portfolios are built with car... Read more