Anthony Rayner: Can politicians deliver on campaign trail promises?

French election ‘key data point’

clock • 3 min read

Markets only care about a small number of factors at any one point in time, says Anthony Rayner, but both a lack of political clarity and implementation risk can pose a threat

Billions of data-sets exist globally but, from a top-down perspective, there are only a small number of factors that markets really care about at any one point in time. These are the issues that bubble up to dominate the market narrative - for example, the Greek crisis, excess Chinese credit or the Middle East conflict. Sometimes resolutions are found and the problem goes away but, more often, the market simply moves on to a more pressing concern or opportunity. Normally, these issues fall within a small number of categories, including economic, financial, political, social and system...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

2025 investment trends: The updated reality in wealth management

2025 investment trends: The updated reality in wealth management

'The future of wealth management will lie in personalisation'

Julia Khandoshko
clock 16 January 2025 • 4 min read
UK inflation lowers to 2.5% in December

UK inflation lowers to 2.5% in December

Down from 2.6% in November

Sorin Dojan
clock 15 January 2025 • 2 min read
'It's a challenging time': Advisers react to record gilt yield rises

'It's a challenging time': Advisers react to record gilt yield rises

Clients worried about a weakening UK economy

Isabel Baxter
clock 13 January 2025 • 5 min read