UK – no opposition
Report Date: 2nd September, 2016 The post-Brexit Conservative government in the UK under Theresa May has a clear run in negotiating with the EU over exit terms. The opposition Labour Party is in total disarray and is probably electorally doomed for a decade. That removes one element of risk for UK assets. But there is little sign that the May government will firmly tackle the underlying structural problems of the UK economy: woeful productivity growth; poor business development and over-pressed infrastructure. So we expect sterling to stay weak over the medium term.
To read the full report - Login or Subscribe
SUBSCRIBE