UK equities are typically a staple of many UK investors’ portfolios.
But with all the geopolitical and macro uncertainty around the terms of the UK’s departure from the European bloc next March, some clients may have concerns about the outlook for this asset class.
Should they sell out of UK equities entirely, on the basis of a ‘no deal’ scenario? Or should they just keep their UK equity exposure confined to large-cap stocks?
Will there be any impact at all from Brexit, or can clients just continue with their long-term investment approach?
As Andrew Robbens, a UK and European investment specialist at JPMorgan Asset Management says: “Adaptability and agility will be key for both UK companies and investors in this market.”
Talking Point, in association with Schroders, considers the approach advisers should help clients to take with their UK equity exposure as the Brexit deadline nears, whether the likelihood of a ‘no deal’ next March should change how clients invest and how they should be allocated along the market cap spectrum.
The report, which can be read by clicking the link in the image above, qualifies for an indicative 30 minutes’ worth of CPD.
eleanor.duncan@ft.com
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