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Nov 20 2019

Taking A Punt On U.K. Stocks?

  • Nov 20, 2019

The June 2016 Brexit referendum kicked off a tortured process for the United Kingdom to leave the European Union. However, the wheels of international politics turn slowly, and the original date of formal withdrawal was set as March 29, 2019. As the calendar rolled into 2019 it became obvious that the March closing date was not going to be met, and concerns mounted over delays, procedures, deal-or-no-deal, a new prime minister, and even calls for another vote.

Nov 07 2019

U.K. Stocks: Bottom Fishing… & Chips

  • Nov 7, 2019

A preview of the upcoming Of Special Interest that will examine if the tortured process of Brexit is creating an opportunity to bottom fish washed-out and unloved U.K. stocks. Time to buy?

Mar 06 2019

The Great British Breaking Show—All You Need To Know About Brexit

  • Mar 6, 2019

The biggest near-term wild card is the infinitely confusing and hopelessly unpredictable Brexit.

Jul 07 2016

A Tale Of Two Exits—How Different Is This Time?

  • Jul 7, 2016

We think the best guide for Brexit is still the 1992 U.K. exit from the ERM. However, most U.K. assets are more expensive than they were back in 1992, and thus more vulnerable to shocks. 

Jul 07 2016

June And First Half Factor Performance and The Brexit Impact

  • Jul 7, 2016

Factor performance was muted prior to the vote; it turned volatile in the remaining days of June following. Momentum was the only factor to work before and after June 23rd — the day of the Brexit vote.