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.
Challenges for newly-appointed governor
Following the Conservatives' victory in last year's General Election, the UK has left the EU and, according to current plans, entered a transition period until the end of 2020.
A whistle-stop review of the main industry events
The UK economy ended 2019 in stagnation, under pressure from political uncertainty and a global economic slowdown.
After the strong end to 2019 where the 'Boris bounce' led the FTSE All-Share up roughly 6% in December alone, the start of 2020 has found markets in a more cautious mood.
An interesting side effect of labelling oneself a contrarian investor is that many observers expect a constant stream of non-consensual thoughts and portfolio positions.