Why opportunities persist despite UK's 'naughty corner' status

In short measure, the UK has managed to hop, skip and (a referendum later) back itself in to the naughty corner of most global asset allocators' wish lists of places to invest.

There remains an unenviable squeeze within the UK. First, the broader, global issue of consumers' natural propensity to spend being curtailed by higher inflation and sub-par wage growth. Second - and more specifically UK-centric - we are risking companies deferring their capital expenditure decisions with an uncertain view of the future, amid two potentially differing outcomes of a hard or soft Brexit. JPM chief Dimon warns Hammond against rushed Brexit The realisation that the negotiations with the EU will be a devil of a job has led to both the UK equity market and sterling hidin...