Brexit View: Political Crisis, Not Market Crisis

The video discusses the impact of Brexit on markets, highlighting it as a political rather than economic crisis. It explores market strategies, focusing on asset classes and growth opportunities. The potential risks in the UK banking and property markets are analyzed, with emphasis on monitoring interbank lending rates. The video also examines consumer staples and discretionary sectors, noting valuation and growth potential. Finally, it considers the effect of low sterling on UK multinationals and their export markets.

In what ways might a decline in consumer growth affect global markets?

What are the implications of high premiums for large cap stocks in the UK?