"Insanity is doing the same thing over and over and expecting different results."
Einstein might wonder about our trust in consistently inaccurate economic forecasts by the OBR. Would he call it madness? Find out here:
With the General Election date set, many predict a Labour landslide. But history tells a different story. Could we see a surprise in the making?
#generalelection
#gennylex
Reflecting on the recent UK General Election, which delivered some of the most unexpected results in nearly a century. What does this mean for the future of UK politics?
#Election2024
#UKPolitics
The UK economy grew by 0.4% in May, double the expected result. Yet more evidence that the forecast models in use by those overseeing interest rates and fiscal policy are giving them the wrong answers.
Get the full story:
As we await the result of
#Elections2024
, I explore why the "rule" that elections hinge on economic performance seems to no longer apply. What's changed?
#UKPolitics
#ElectionDay
What if the OBR’s economic miscalculations could actually benefit the UK taxpayer? A potential £38bn tax windfall might allow the incoming Labour administration to fund its promises without raising taxes.
Find out how:
The UK’s tech prowess is world-renowned, yet our tech sector barely makes a mark on the equity market. What’s stifling our tech giants?
Uncover the surprising truths and overlooked issues:
There are reasons for optimism about the UK equity market's recovery. For a variety of reasons, I believe the UK equity market is poised to end two decades of underperformance.
What if everything you know about the economy was only part of the story?
Introducing Woodford Views – challenge the consensus and discover the full picture:
GDP grew 0.6% in Quarter 1 (Jan to Mar) 2024 after two quarters of declines.
• Services grew by 0.7%
• Production grew 0.8%
• Construction fell 0.9%
Read more ➡️
Tired of the negative headlines? Discover why the UK economy is stronger than you think.
Subscribe to receive “Reasons to be Cheerful, Part 1” in your inbox tomorrow.
Ahead of the final part of Reasons to be Cheerful, here's a quick quiz question: What does this chart show?
Get the answer in tomorrow's post – subscribe to make sure you don't miss it!
Reasons to be Cheerful, Part 3 offers a robust argument that despite recent hardships, the UK is poised for a promising period of growth, refuting the pervasive economic pessimism with hard evidence and a dose of optimism.
Yesterday, the ONS published April's GDP growth number. Although the outcome was better than the consensus expected, it has predictably led to a chorus of negative press. Has the UK's economic recovery stalled?
The gap in performance between NASDAQ's and FTSE100's top stocks over 5 years is staggering. What is driving this transatlantic divide in stock performance?
I covered the DB pension fund exodus from the UK on Woodford Views last month. This chart shows the staggering decline since 1990.
Interested in why and what it would take to reverse it?
Another day, another UK midcap takeover: Tyman joins Wincanton, Currys, and others in deals with foreign acquirers.
What do overseas investors see in UK equities that UK investing institutions don't? Spoiler: value!
Introducing Woodford’s View
In this series, Neil answers YOUR burning questions about the world of finance.
Our first question comes from Keith F. Keith asks, "Do current UK stock market valuations amount to closing down sale prices?"
Got a question for Neil? Subscribe at
The UK's first-past-the-post political system means that vote share is less closely correlated with seats won than one might think.
Vote share is important, but then so is where a party wins those votes.
Tony Blair's victory in 1997 saw a massive swing to Labour. If Sir Keir Starmer is to get a working majority, he will have to see a bigger swing than Tony Blair achieved.