Starting to See Appetite For U.K. Assets, Says Invesco's Hooper

The video discusses the ongoing uncertainty surrounding Brexit and its impact on UK asset investments. It highlights the potential for long-term gains in UK assets due to attractive valuations, despite the unpredictable nature of Brexit negotiations. The discussion also covers the opportunity costs of investing in UK stocks compared to emerging markets, which are seeing increased liquidity following the end of balance sheet normalization. The video suggests that investors can diversify by holding both UK and emerging market equities.

What is the main reason suggested for considering investment in UK assets before a Brexit deal is finalized?

• Brexit will be resolved quickly.

• The pound will be too low.

• UK assets are risk-free.

• Valuations are very attractive.

What is the key characteristic of investing in UK assets amid Brexit uncertainties?

• Guaranteed profits

• Short-term gains

• Immediate returns

• Long-term investment horizon

What is one potential opportunity cost of investing in UK stocks during Brexit?

• Missing out on US equities

• Missing out on cryptocurrency

• Missing out on emerging markets equities

• Missing out on real estate

What recent change has positively impacted emerging markets equities?

• Rise in commodity prices

• Increase in interest rates

• End of balance sheet normalization

• Decrease in global trade

According to the transcript, what is a suggested strategy for investors regarding UK and EM equities?

• Invest only in EM equities

• Have exposure to both UK and EM equities

• Avoid both UK and EM equities

• Focus solely on UK equities