Insights
Economist Abroad: London is keeping calm and carrying on
This time around, our Chief Economist made a short stop in London, the home of the European private assets industry.
Economist Abroad: London is keeping calm and carrying on
November 8, 2024

Moonfare’s Chief Economist, Mike O’Sullivan, is travelling the world to bring you insights into each country’s unique economic landscape. His analysis covers macroeconomic trends, local market dynamics and implications for private investors.

Follow Mike right here on the Moonfare blog or through our LinkedIn account as he explores financial hubs around the world. Read also his previous note from Zurich.

London, 25.10.2024

__wf_reserved_inherit

Macro Environment

I arrived in London as the financial community was gearing up for the first Labour budget in nearly fourteen years. Rachel Reeves, chancellor of the exchequer, has inherited a moribund, debt laden economy and the challenge is to produce a budget that doesn't upset bond markets but that supports investment in new technologies and infrastructure. 

Economist’s Observations

The architecture and skyline of the City in particular are changing, in a very stylish way. Tourism looks very strong and I enjoyed taking the Elizabeth Line across town. 

__wf_reserved_inherit

Private Markets in the UK

London is the home of the European private assets industry, but there is arguably a long way to go, in terms of individual ownership of private equity and venture. This might change as the government is known to be studying the Canadian pension and investment model. 

__wf_reserved_inherit
Wichtiger Hinweis: Dieser Inhalt dient nur zu Informationszwecken. Moonfare bietet keine Anlageberatung an. Sie sollten die bereitgestellten Informationen oder sonstigen Materialien nicht als rechtliche, steuerliche, investitionsbezogene, finanzielle oder sonstige Beratung auslegen. Wenn Sie sich bei irgendetwas unsicher sind, sollten Sie sich von einem autorisierten Berater finanziell beraten lassen. Die Wertentwicklung in der Vergangenheit ist kein verlässlicher Anhaltspunkt für zukünftige Renditen. Investieren Sie nicht, es sei denn, Sie sind bereit, das gesamte Geld, das Sie investieren, zu verlieren. Dies ist eine risikoreiche Investition, und es ist unwahrscheinlich, dass Sie geschützt sind, wenn etwas schief geht. Vorbehaltlich der Teilnahmeberechtigung. Weitere Informationen finden Sie https://www.moonfare.com/disclaimers.
Join Moonfare Now.
Benefit from what institutional investors already know: the greatest shareholder value comes from private markets, and funds like those offered on Moonfare have generated an average IRR of 19% — outperforming the S&P 500 by 13%.*
partnerships-image
Join The Satellite.
Weekly updates on Investment and Finance.
Subscribe Now
arrow icon
arrow icon