We're Seeing Opportunity in the U.K., Says St. James's Places' CIO

The video discusses the impact of Brexit on UK market exposure, highlighting opportunities in UK markets due to the relative performance of UK companies compared to global competitors. It also examines the demand for gilts, particularly inflation-linked ones, and the role of liability-driven investors like pension funds. The state of UK finances is considered better than expected, with a focus on conventional gilts for future investment strategies.

How have UK finances changed compared to 6 or 12 months ago?

What factors are influencing the demand for conventional gilts in the UK?