7IM's Turner: UK opportunities remain despite political noise

Brexit and general election risk

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Jack Turner of Seven Investment Management
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Jack Turner of Seven Investment Management

For more than two years, investors in UK stocks have had to contend with a consistent news reel of Brexit headlines.

Investors have had to make a judgement on how much of a stock's value is to do with negative Brexit news and how much is pure fundamentals. It can be tough to stay focused when you are constantly aware sudden announcements from Downing Street could have an adverse impact on returns. However, does this make UK stocks a no-go area or is there some cause for optimism?  To say negative Brexit headlines have weighed heavily on UK domestic equities is an understatement. Companies that rely on the domestic UK market are down around 30% versus exporters since the day of the referendum. ...

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