Brewin Dolphin: How will different sectors cope with constant political risk?

Impact of political turmoil and Brexit

Guy Foster, head of research at Brewin Dolphin, gives a breakdown on how certain sectors will be affected by weak European activity, geopolitical risks and the Brexit stand-off.

Guy Foster, head of research at Brewin Dolphin, gives a breakdown on how certain sectors will be affected by weak European activity, geopolitical risks and the Brexit stand-off. Despite fears raised at the end of 2018 the US economy still seems to be on a reasonably firm trajectory. Ambiguous data have caused some turbulence, but the underlying trend seems robust. US retail sales rebounded but their weakness in December remains unexplained. March's colossal miss on employment growth is in conflict with other data, although most surveys show a modest reduction in labour demand. Euro...