Negotiating the future: What a Labour-led government could mean for investors

Speculation about the likelihood (and outcome) of a snap General Election to break the Brexit deadlock has been rife in recent days. Boris Johnson has been adamant that he won’t call one this side of the Brexit deadline on 31 October. Other commentators believe that a no-confidence vote held shortly after recess might mean heRead more

Johnson’s game of musical chairs: What does the Cabinet reshuffle mean for investors?

Boris Johnson announced his arrival at Number 10 last week with one of the most comprehensive -and arguably ruthless – Cabinet reshuffles in modern history. With so many new arrivals in Cabinet, the biggest questions for investors will be the style of governance of the new PM, his policy priorities (other than Brexit, of course),Read more

Lease of life: How will Labour shake-up the rental market?

While John McDonnell keeps up his ‘tea offensive’ to reassure City and business leaders the economy is safe in Labour’s hands, the party continues to offer up a series of controversial policy ideas. Following Labour endorsing the nationalisation of water companies at less than the market rate and committing to a significant decentralisation of theRead more

Buy low, sell high street?

In recent years the high street has not been a happy hunting ground for many private equity firms. Competition from online retailers and high rents and business rates have combined to create a difficult trading environment. These pressures have come to bear on several private equity-backed high street names, including Toys ‘R Us, Debenhams andRead more

Are investors ready for primary care networks?

The NHS Long Term Plan, published in January 2019, identifies newly established primary care networks (PCNs) as important drivers of NHS reform. By June 2019, PCNs will bring local GP practices together into geographical networks, covering populations of between 30,000-50,0000 patients. GP practices have worked collaboratively for years, but the new GP contract, taking effectRead more

It takes a (retirement) village: The new social care solutions shaking up the sector

It’s no secret that the UK’s population is aging, with one in seven people predicated to be over 75 by 2040. Retirees are now thinking about the care they will need in old age earlier and are becoming more discerning in their choices. Some providers are taking inspiration from America, where the variety and scaleRead more

A taxing question: is globalisation compatible with national sovereignty?

Amid the political turmoil surrounding Brexit, you would be forgiven for missing the recent row about British Crown Dependencies and financial transparency. On 4 March, the House of Commons was due to vote on the Financial Services Bill, a piece of legislation concerning the regulation of financial services in the event of a ‘no deal’Read more