PA Podcast: Rathbones’ Ed Smith on Brexit and China
With a bit more than a week to go to the referendum on the UK’s EU membership, Ed Smith discusses the investment implications of a vote to leave.
Brexit
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UK stocks to be hit most by Brexit, stress test shows
UK equities are the most vulnerable asset class in the immediate aftermath of a Brexit, a stress test conducted by the risk modelling provider Axioma showed.
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PA ANALYSIS: Bracing for peak Brexit
The vote on Brexit is now less than two weeks away and markets are increasingly feeling the ill effects of the uncertainty.
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Brexit jitters drag down house prices – RLAM
House prices could drop by 5% over the coming year due to uncertainty around the EU referendum, said Trevor Greetham, head of multi asset at Royal London Asset Management.
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Short term investors on the side-lines as Brexit vote nears
Deals made by short term investors have decreased by 12% year-on-year ahead of Britain’s European Union referendum, according to The Share Centre.
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Over half of UK equity funds could see Brexit-linked boost – PureGroup
55% of UK equity funds are positioned to benefit positively from the expanding default spreads that are expected to come with an increase in short term market risks associated with Brexit, new research by PureGroup reveals.
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Brexit outcome could send FTSE shares toppling
The FTSE 100 index could fall by as much as 10% and the FTSE 250 index and commercial real estate sector might be braced for an even bigger slump post-Brexit, said Caroline Simmons of UBS Wealth Management (UBSWM).
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Nearly a quarter of UK advisers will vote Brexit, says Apfa
Around 24% of financial advisers in the UK will vote for Britain to leave the European Union, research from the Association of Professional Financial Advisers (Apfa) shows.
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Brexit vote will be emotive, not rational – Hermes’ Nusseibeh
The Brexit vote rests on three main issues but it will ultimately be an emotional decision rather than a rational one, according to Saker Nusseibeh, chief executive of Hermes Investment Management.
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Brexit poses “serious risk” to global growth – G7
The UK’s departure from the European Union would pose a “serious risk to growth”, the G7 has said.
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The importance of liquidity ahead of Brexit cannot be overstated – Coombs
“As a total return manager it is not the volatility that kills you it is the sheer drop,” said David Coombs, head of multi-asset investments at Rathbone Unit Trust Management.
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“Changes are afoot” in commercial property
Several major asset managers have responded to Brexit anxieties and increased redemptions by switching their funds to bid prices, but what does this mean for the wider sector?
