This was first published on Conservative Home - 21st March 2023 Simply put, you cannot undo a decade and a half of excessive cheap money policies in a short space of time without there being severe consequences. In the aftermath of the 2008 Global Financial Crisis (GFC), exceptionally low interest...

Ahead of yesterday's Budget I was on Times Radio discussing what we could expect, I was then on BBC Radio 4's World at One expert panel to discuss it before and after. You can listen back to my comments here. My pre-Budget comments were that the Chancellor will primarily focus on two areas: "the...

This was first published on Netwealth - 13th March 2023 It was once said that there are three things in life you can be sure of: death, taxes and financial crises. To that can be added a fourth: banking bailouts. Last week the panic was about California based Silicon Valley Bank (SVB). On Friday,...

This article was first published on Conservative Home - 07th March 2023 How often do you reach for the snooze button when the alarm goes off? Once, maybe twice? Perhaps you just turn over and go back to sleep. When it comes to economic alarm bells, the U.K. doesn’t have the same luxury. The most...

This was first published on Netwealth - 02 March 2022 Markets continue to be concerned about where inflation and policy rates will settle. In this context, some key themes we have highlighted in recent years warrant immediate attention, as they have come to the fore of the present market debate....

This was first published on Conservative Home - 21st February 2023 The countdown to the Budget on March 15th has begun. With a general election widely expected in the autumn of 2024, Jeremy Hunt has limited time and few fiscal events in which he can make meaningful changes to try and move the...

This was first published on Netwealth - 27th January 2023 What to expect in 2023? Inflation peaking, rates plateauing and growth recovering is a likely scenario, and points to a more favourable outlook for markets. As the year progresses, positive sentiment may focus on the likelihood of a...

This article was first published on Conservative Home - 24th January 2023 Fragmentation and polycrisis are two of the new buzzwords of global economics. Polycrisis is just another way of saying that we have a lot of problems hitting at the same time. Namely the climate crisis, the global financial...

Elf asks Gerard 'What is a smart city? And if there are smart cities, does that mean there are silly cities?' Gerard talks about the technology that's changing urban centres and what we can expect from cities in the future… https://open.spotify.com/episode/2YwfK6oKMobfKPzyxNdLZ4

It was good to be back on Ian King Live discussing the UK's latest GDP figures. While the economy avoided a technical recession at the end of 2022, it is still weak and the picture varies considerably with construction solid, services recovering but manufacturing weak. With the economy slowing,...