Talking PointAug 28 2018

How to help clients position in UK equities for Brexit

  • Understand how to help clients position their investment portfolios in UK equities as Brexit approaches.
  • Learn what a possible 'no deal' Brexit might mean for UK equities.
  • Consider whether clients should adjust their exposure to large, mid or small-cap UK stocks.
  • Understand how to help clients position their investment portfolios in UK equities as Brexit approaches.
  • Learn what a possible 'no deal' Brexit might mean for UK equities.
  • Consider whether clients should adjust their exposure to large, mid or small-cap UK stocks.
Supported by
Schroders
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CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
Supported by
Schroders
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Supported by
Schroders
pfs-logo
cisi-logo
CPD
Approx.30min
Investing in UK equities post-Brexit
How should investors be positioned in the asset class as the Brexit deadline looms?
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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

CPD
Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. How does Mr Robbens describe the potential outcome for the UK's relationship with the EU after Brexit?
  2. Which UK stockmarket is benefiting from the weakness in sterling, according to Mr Hughes?
  3. There are three things advisers can do to help clients deal with high stress periods, Mr Coop says. Which is not one?
  4. Mr Coop suggests holding higher levels of which two asset classes should be considered in a diversified portfolio?
  5. Is the following statement made by Ms Dudley true or false? "A no-deal Brexit is likely to further propel growth expectations and therefore the attractiveness of the UK."
  6. According to Mr Patel, the prospect of a hard or no deal Brexit increases the potential of a rotation into what?
  7. To bank your CPD you must sign in or Register.