European Integrated Oil Companies 'Very Attractive,' Plurimi Wealth Says

The transcript discusses the attractiveness of European markets, highlighting their good value and dividend yields compared to American markets. It then shifts focus to the impact of Brexit on UK assets, noting the uncertainty and capital allocation challenges it presents. Despite Brexit, London's commercial property market remains attractive to international investors due to the weak pound. The discussion concludes with the risks of a hard Brexit and the EU's last-minute negotiation tendencies.

What is one of the key advantages of European integrated equities mentioned in the video?

• High trading multiples

• Low oil price participation

• Low management quality

• High dividend yields

Why is there a negative outlook on UK assets according to the video?

• Strong economic growth

• Brexit-related uncertainty

• High currency value

• Stable political environment

What is a major factor making UK property attractive to foreign investors?

• High interest rates

• Strong pound

• Weak pound

• Low demand

What is the EU's typical approach to finalizing deals, as mentioned in the video?

• Early completion

• No negotiation

• Gradual negotiation

• Last-minute agreements

What is the risk associated with Brexit that increases daily, according to the video?

• Economic boom

• Political stability

• Currency appreciation

• Hard Brexit