The TT Library

Here you can find all our investment insights in one place. You can also filter our insights according to your areas of interest.   


Filter


Clear

Clear

Clear

Mike Jennings

Clear

2020

WorldWatch

Globe Global economic and market outlook for 2020

21 January 2020

Mike Jennings, Investment Strategist, discusses TT's outlook for the year ahead. 

By


2019

White Paper

Papers Where will the next crisis occur?

28 January 2019

Corporate debt could be the culprit

By &


2017

WorldWatch

Globe TT’s surprises for 2018

8 December 2017

WorldWatch proposes several potential investment surprises for the year ahead. 

By,,,, &

WorldWatch

Globe Are Emerging Markets vulnerable to rising US interest rates?

15 June 2017

With the Fed recently raising rates for the second time this year, we ask whether Emerging Markets are vulnerable to a tightening cycle in the US. 

By, &


2016

WorldWatch

Globe Emerging Markets - the next opportunity

6 September 2016

Emerging Markets have flattered to deceive in recent times. In a piece that featured in LAPF Investments magazine, we outline why the tide may have finally turned for investors in the asset class. 

By

WorldWatch

Globe Podcast - the procedure and timetable for Brexit according to Lord Butler of Brockwell

30 June 2016

In this short podcast, Mike Jennings, Investment Strategist, asks Lord Butler of Brockwell what the likely procedure and timetable will be for the UK as it heads towards Brexit. 

By

WorldWatch

Globe Brexit – not just a binary decision

21 June 2016

We discuss four potential outcomes of the upcoming UK referendum and their implications for the global investor.    

By

WorldWatch

Globe The case for and against Brexit

1 April 2016

When the British people vote in this summer’s referendum on whether or not to leave the EU, their choice will define the UK’s future for generations to come. Opinion polls suggest a victory for the Remain campaign, but this is far from certain as much of the electorate is still undecided. With so much at stake, the referendum is an issue that polarises opinion, nowhere more so than at TT. Below we argue the case for and against Brexit.  

By &

White Paper

Papers UK Local Government Pension Scheme reform – opportunities and dangers for pensioners

12 February 2016

The Chancellor has announced plans to pool the assets of UK Local Government Pension Schemes with the stated goal of “delivering significantly reduced costs while maintaining overall investment performance.” Whilst this should be encouraged in principle, we at TT worry that it is cost that is being primarily targeted and not value.

By


2015

WorldWatch

Globe TT's surprises for 2016

1 December 2015

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

By,,,,, &

White Paper

Papers Navigating Emerging Markets in a volatile world

28 August 2015

TT addresses the most pressing concerns about Emerging Markets and suggests how best to navigate the asset class in these uncertain times.

By

White Paper

Papers On the dragon’s tail: will India become the next China?

21 April 2015

TT considers whether the reform-minded government of Narendra Modi will be the catalyst for the world’s largest democracy to become a major engine of global economic growth.

By &


2014

WorldWatch

Globe TT’s surprises for 2015

17 December 2014

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

By,,,,, &

WorldWatch

Globe Cheaper oil: boon or bane?

1 December 2014

We look at the potential winners and losers from the recent slide in oil prices. 

By

White Paper

Papers Europe – the road ahead

18 September 2014

TT considers a recent string of poor data in the Euro area and asks what opportunities this may throw up.

By