In the know with Invesco: the Boris show is over. Here’s what might come next.

For professional investors only.

In this week's edition, we look at how markets have reacted to dramatic events in Westminster, which resulted in Boris Johnson’s resignation as prime minister. Out with the old; but in with who? What happens next in the Tory leadership contest? Graham Hook, head of UK government relations and public policy, provides some answers. Richard Ferraris, from the editorial and investment content team, has an overview of reactions from Invesco teams. Rounding off the coverage is Arnab Das, global market strategist, who assesses the five critical challenges waiting for the next prime minister.

Elsewhere, our fixed interest, European equities and UK equities teams have collaborated on a piece that delves into the state of play in Europe. They ask: how are economic policies and inflation are turning the European economy into a mirror image of its pre-pandemic self? Find out here .

And finally, Elizabeth Gillam, head of EU government relations and public policy, is back with the second edition of the environmental, social and governance (ESG) playbook. This time she looks at the tension countries face between their climate commitments and sourcing energy to keep the lights on. She also assesses what regulators in the EU and UK are doing on the topic of regulations for ESG ratings. Play-by-play, it’s all here .

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