Under the shadow of the ongoing crisis in Ukraine and the sanctions imposed on Russia, Bull and Bear discuss the expected growth of Responsible and Impact Investment.
#410 | Bull and Bear - Forward Guidance | Interest Rates and Yields
After a gruelling week assessing the fall-out of the Russian banks on the banking system, Andrew Bailey, the Governor of the Bank of England, just wants to be left alone to read his Sunday newspapers, over a quiet pint. The last thing he needed was to be ambushed by Bull, anxious to get a bit of forward guidance on interest rates. In a firm, yet head-masterly tone, he tells Bull to ‘take a hike’.
#409 | Bull and Bear - High Street Retail
Over their regular Sunday beverage, Bull tries to persuade Bear that the time has come to be investing back into the High Street. Unsurprisingly, Bear is being … well, rather more bearish!
The main areas of their discussion include MSCI returns and consumer spending alongside the stabilisation of rents, yields and vacancy rates.
#408 | Bull and Bear - Asset Selection
#407 | Bull and Bear - The Future of the Office
#406 | Bull and Bear's View from America
#405 | Bull and Bear - Will Edinburgh remain No.1?
#404 | Bull and Bear's SWOT Analysis
#403 | Bull and Bear's A-Z Review of 2021
#402 | The Weekly Quiz | Sajid Javid’s Christmas Message
#401 | The Weekly Quiz | Premium Occupancy | Chinese Skiing | Camel Shenanigans
This week has been more than a little turbulent for the PM. On the downside, there have been allegations of illegal Christmas ‘gatherings’ last year at No 10 plus he has re-introduced despair-inducing Covid-19 restrictions. On the upside, he announced the arrival of his seventh child. It is hardly surprising therefore, that Boris is looking even more dishevelled than usual. Whilst he may be able to take a few paternity days off, The Weekly has continued to condense the rest of this week's news into five quick-fire questions. Good luck!
