Jeremy Corbyn, Political Risk, and the UK

Chris Brown, Chief Investment Officer What would happen if Jeremy Corbyn swept to victory in 2020 with a decisive Labour majority? Does April’s revival in UK equities mean markets are more optimistic about a Brexit deal? Here we look at UK political risk and how it might affect our clients’ investment portfolios. Tax rates and […]

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Brexit: What we do and don’t worry about

We have had several conversations with clients on what are the risks and the implications for our portfolios of Britain leaving the EU (a “Brexit” in the common media parlance which we will sadly follow for the rest of this note). This note summarises our view, why we think our portfolios are robust (even if […]

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