Good morning. Nice one by the Economist “If it ain’t broke, don’t Brexit”

http://www.economist.com/news/finance-and-economics/21697858-british-economy-would-be-neither-destroyed-nor-unleashed-leaving-eu-if

The equity rebound has been a small cap event

https://www.bespokepremium.com/think-big-blog/the-smaller-the-better-in-2016/

A not so positive bit of reading on the US manufacturing industry

http://ftalphaville.ft.com/2016/04/28/2160488/are-we-over-depending-on-capital-gains/

Ah, McKinsey is lowering its expectations for asset returns.

http://www.bloomberg.com/news/articles/2016-04-27/be-afraid-be-very-afraid-if-you-re-investing-for-the-long-run

The title is pretty clear

http://www.nytimes.com/2016/04/27/opinion/campaign-stops/how-the-other-fifth-lives.html

Cool overview of the trading routes in the world

http://www.shipmap.org/

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