In recent years, investors have faced two major sources of political risk when considering UK assets: the possibility of a hard Brexit and the prospect of a more radically left-leaning government.
December's Conservative victory has removed this Corbyn risk, however, Brexit uncertainty looks set to linger. The uncertain state of British politics may have affected UK share valuations in recent years, but intrinsic valuations of the best stocks remain compelling. Spooked investors swamp wealth managers with coronavirus calls - reports Quality companies with strong fundamentals have been resilient through the turmoil, leaving them well positioned to thrive as the political landscape settles down. However, mid-January saw the emergence of Covid-19. This has significantly chan...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
