Europe Is Starting to Become More Attractive: Principal Global Investors’s Shah

The video discusses the potential impacts of Brexit on the pound and UK economy, considering various scenarios like a Conservative victory or a no-deal Brexit. It highlights the uncertainty in trade negotiations and the need for clarity from political leaders. The discussion also covers fiscal spending plans from both major UK parties and their effects on the gilt market. Finally, it touches on the European market outlook, suggesting that reduced uncertainty could make European investments more attractive.

What is the potential impact on the pound if a no-deal Brexit occurs?

• The pound would remain stable

• The pound could fall below 1.10

• The pound could rise to 1.45

• The pound would be unaffected

What is the market's belief regarding a Conservative majority and Brexit?

• It will have no effect on the pound

• It will cause the pound to crash

• It will lead to a stable pound

• It will bring uncertainty to the market

What is a key concern for investors post-Brexit?

• The stability of the euro

• The impact on the US dollar

• The start of real trade negotiations

• The immediate economic growth

What do investors want to hear from Boris Johnson regarding Brexit?

• Plans for a new referendum

• Reassurance of Brexit progress and fiscal stimulus

• A delay in Brexit negotiations

• A focus on international trade deals

How might fiscal spending plans affect the gilt market?

• They will have no impact

• They will cause the gilt market to stabilize

• They will push up the long end of the gilt curve

• They will lead to a decrease in gilt prices