There Is Still Some Value in U.K. Assets, Says Allianz's MacDonald

The video discusses the UK stock market's performance, highlighting the Footsie 100's outperformance relative to other European markets. It explores the impact of Brexit on UK assets, noting political risks and valuation concerns. The discussion shifts to the global perspective, emphasizing that the UK is a small part of the overall market. The video also covers the earnings season, focusing on trade concerns and their impact on corporate strategies and outlooks.

What factors are mentioned as influencing the performance of the UK stock market?

• Brexit and political stability

• Currency and energy weighting

• Technology and innovation

• Interest rates and inflation

Why might some UK stocks be more insulated from Brexit impacts?

• They are primarily domestic earners

• They have strong government support

• They are international earners

• They are in the technology sector

In global terms, how significant is Brexit considered to be?

• The most significant event

• Not very significant

• Moderately significant

• Extremely significant

What is a major concern for executives during the earnings season?

• Interest rate hikes

• Environmental regulations

• Trade wars

• Technological advancements

How are companies addressing trade frictions according to the discussion?

• By increasing domestic production

• By shifting production locations

• By reducing workforce

• By investing in technology