With Brexit looming many of our clients have asked us how we are managing exposure to UK assets within our global portfolios. The challenge of positioning portfolios appropriately for Brexit, be it to mitigate risk or take advantage of potential opportunities, is tough as the negotiations could go either way: an acceptable future trade relationship with the EU or a no-deal outcome. These potential outcomes would have substantially different implications for investors.
Andrew Hardy (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers shares their view. Click here to learn more.