U.K. Is Underowned and Underloved, Says Allianz’s Dwane

The video discusses market volatility, focusing on UK and global markets. Fabiana and Neil analyze the 6-month volatility, UK equity strategy, and Sterling's valuation. They explore the impact of global trade wars, particularly on the UK and US markets, and discuss sector preferences in the UK and Europe amid Brexit uncertainty.

What is the main reason Fabiana does not expect a spike in volatility soon?

• The market is currently stable.

• There is a high demand for UK equities.

• The Chancellor's decisions are unpredictable.

• The global economy is booming.

According to Neil, why is the UK market considered undervalued?

• It is heavily invested in technology.

• It is under-owned and under-loved.

• It has a strong currency.

• It is leading in renewable energy.

What potential risk does Neil highlight regarding US-China relations?

• A military conflict.

• A diplomatic breakdown.

• A US corporate level retaliation.

• A trade level retaliation.

Which sectors does Neil believe are less affected by global trade wars?

• Automotive and aerospace.

• Agriculture and textiles.

• Pharmaceuticals and oil.

• Technology and finance.

What type of companies does Fabiana favor in continental Europe?

• Industrial companies exposed to renewables.

• Luxury brands.

• Technology startups.

• Financial institutions.