David Osman of the IRF is joined by Helen Thomas, the Founder and CEO of Blonde Money, an independent consultancy firm that was established in 2014.
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Helen Thomas has had an impressive career in both finance and politics. Helen was an adviser to the former Chancellor of the Exchequer, George Osborne and she also created the Financial Markets Reform Programme for the think tank, Policy Exchange. Previously, Helen has been a partner in the global macro hedge fund, ABD Investment Management and a former Head of Currency Alpha for State Street Global Advisors. The Blonde Money consultancy analyses and monitors the political, economic and financial risks that are mispriced in the financial markets in the US, UK and EU.
Helen assesses the policies of the two contenders challenging to be the next leader of the Conservative Party and the next UK prime minister. She explains how a government led by Liz Truss or Rishi Sunak would differ from the Johnson regime, particularly on the matter of tax cuts. From economic policy to foreign affairs, the next PM will be facing formidable policy challenges. This will complicate the policy choices. Helen points out what all of this will mean for the British Pound and for the UK bond and stock markets.
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“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics
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“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
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“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics
“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money
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“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors
“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research
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