By Laura Foll, Portfolio Manager, Janus Henderson Investors Key takeaways: Since Brexit, UK equities de-rated relative to overseas peers due to ongoing concerns among investors surrounding political instability and rising UK-EU tensions. Labour victory has potential...
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UK election likely to spur an economic shift – Fidelity International reacts
The Labour Party's policies aimed at fostering growth and stability, coupled with a more volatile political environment in Europe, may prove an inflection point for UK assets after years of underperformance. Fidelity International’s investment team comments on...
The UK election: Will it or won’t it influence the market?
By James Penny, CIO of TAM Asset Management With the British Prime Minister, Rishi Sunak, recently announcing a snap general election taking place on the 4th of July, it is worth taking a look at how TAM think this is going to play out in the market. As a ‘starter for...
UK politics and the ripple effects of a leadership change – Neuberger Berman
Frederik Repton, senior portfolio manager with the global fixed income and currency management teams at Neuberger Berman, shares the following analysis on the implications politics could have on financial markets. The upcoming election has implications that we...
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