Watch Mark Martin, Head of UK Equities, and Holly Cassell, Assistant Manager on the UK Mid Cap and UK Opportunities funds, discuss sterling weakness, the potential impact of Brexit on London property valuations and why, in recent years, large caps haven’t been the safe havens they are typically perceived to be
In the video, Mark and Holly discuss:
- Neptune’s central expectation that a risk averse UK electorate will not vote for Britain to leave the EU
- How they believe ‘Brexit risk’ to be already priced into the market
- Sterling weakness and the potential for M&A activity
- FTSE 250 stocks added to the Neptune UK Mid Cap and UK Opportunities funds
