Lumen Capital’s Lequeu Says U.K. Equities Are Still Attractive

The video discusses the impact of Brexit on the sterling and UK equities, highlighting the decreased likelihood of a hard Brexit and potential rebound in the pound. It also explores investment opportunities in UK equities due to valuation, despite ongoing uncertainties. The conversation shifts to European equities, where caution is advised due to deteriorating economic data in the euro zone and Germany's recession risk. Finally, recent trends in equity markets are examined, noting a V-shaped recovery and expected volatility in the coming weeks.

What is the expected impact on the British pound following the recent Brexit deal?

• A significant drop in value

• A potential rebound

• No change in value

• Complete market stability

Why are UK equities considered attractive despite uncertainties?

• Because of their valuation

• Due to high volatility

• Because of political stability

• Owing to strong economic data

What is the main reason for caution towards European equities?

• High investor confidence

• Political stability

• Deteriorating economic data

• Strong economic growth

What has been the trend in equity markets in early months of the year?

• A steady decline

• A gradual increase

• No significant change

• A V-shaped recovery

What is anticipated in the equity markets following the recent rally?

• Decreased activity

• Increased volatility

• No further changes

• Complete stability