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Ewen Stewart

Ewen Stewart is Head of Strategy at a major UK investment bank.

Economics12 June 12

The end of the beginning

By Ewen Stewart

An investor’s view of the eurozone crisis We need more Europe. We don’t only need monetary union, we also need a so-called fiscal union….

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As Safe as Houses?
Economics15 October 10

As Safe as Houses?

By Ewen Stewart

This report from Arden Partners was originally published on the 24th of September. Why have house prices rebounded? In 1776 Adam Smith described Britain…

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The Cat is out of the Bag
Economics6 August 10

The Cat is out of the Bag

By Ewen Stewart

Tim Congdon’s recent article, for the excellent Critical Reaction website, illustrates only too clearly the MPC’s complacent disregard for its remit to target inflation at 2%.

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Arden Partners – Equities to Win
Economics31 March 10

Arden Partners – Equities to Win

By Ewen Stewart

We are indebted to Ewen Stewart of Arden Partners for permission to publish his report: A Game of Two Halves – Equities to Win….

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Economics, Politics25 March 10

Arden Partners: Much ado about nothing

By Ewen Stewart

Ewen Stewart of Arden Partners has kindly supplied his note The Budget – Much ado about nothing for publication. The backdrop to this budget…

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Happy days are here again? Another view from the City
Economics16 October 09

Happy days are here again? Another view from the City

By Ewen Stewart

Equity Strategist Ewen Stewart makes the case that the national debt will within 5 years be over £150,000 per family of 4 with debt…

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