Hugh Hendry: Why we can 'learn to love the Brexit bomb'

Eclectica AM CIO Hugh Hendry on why the post EU referendum investment environment is "ripe for barbell strategies".

I did not see Brexit coming, but my team and I were prepared for it nonetheless. Surprisingly, the five stages of my own mental anguish (denial, anger, bargaining, depression and acceptance) passed rather quickly; it only required a weekend of reflection to allow us to take stock and enter July with a positive disposition towards our risk book, invigorated by the expanded opportunity set to make money. Eclectica AM: Our survival strategies over a challenging decade Put simply, prior to Brexit, we believed in a high probability of making a modest return. But now with the UK set to foll...