Where are we finding opportunities amidst the Brexit uncertainty?

The impact that Brexit will have on asset prices remains unknown. At present, it appears that neither the credit nor the equity market are concerned, with regard to financials. Global economic growth remains robust and we forecast a relatively benign operating environment for companies in the UK and the Eurozone. But where are we finding attractive opportunities within the financials space?

Michael Count

Michael Count

Senior Fund Manager, Fixed Income

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Don’t ignore the snap election but focus on the risk of the French ‘nightmare scenario’

After months of consistently denying the possibility of an early election, UK Prime Minister Theresa May yesterday revealed the UK will go to the polls on 8 June. The move is clearly a surprise but take a step back and it becomes entirely logical.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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A boring Budget ahead of uncertain Brexit phase

A boring Budget ahead of uncertain Brexit phase

The UK earlier this month unveiled its first Budget since the public’s vote to leave the EU last year. It was a largely uneventful statement, with many of the planned initiatives telegraphed to the press well ahead of the day. In fact, the most controversial element of the Budget was the plan to increase national insurance contributions for the self-employed, a move embarrassingly ditched just a few days later.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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