Mark Barnett: Four key themes for UK equities (beyond Brexit)

Opportunities in domestically oriented stocks

Despite months of negotiations, fierce rhetoric and political pageantry, the nature of Britain's exit from the European Union remains in doubt, writes Mark Barnett, head of UK equities at Invesco.

Despite months of negotiations, fierce rhetoric and political pageantry, the nature of Britain's exit from the European Union remains in doubt.  Amid this sustained uncertainty, momentum has ruled. As investors have sought safety in dollar denominated earnings, bad news has been met with a heavy-hand and irrational market pricing has left many quality companies trading at historic discounts. The value of sterling, meanwhile, continues to act as a barometer for the market's confidence around Brexit. Despite some gains seen in the opening weeks of the new year, the pound remains signifi...