What Investors Need to Know About the British Pound

The video discusses the impact of Brexit on the UK economy, focusing on inflation, sterling, and gilts. It highlights political uncertainty and its effects on currency valuation. The discussion extends to investment strategies, including TIPS and emerging markets, emphasizing valuation and risk. The video also covers commodities, particularly oil, and the banking sector, with a focus on European and US banks. Finally, it provides insights into the Japanese market, including JGBs and the yen, as part of a diversified investment strategy.

What is Johanna Kirkland's outlook on UK gilts?

How does Johanna Kirkland view the impact of Brexit on the economy?

What factors are contributing to the fall in Sterling according to Johanna Kirkland?

What is the significance of the chart showing TIPS performance compared to Treasurys?

What does Johanna Kirkland suggest about the volatility in the market?

What are the emerging market currencies that Johanna Kirkland mentions?

What is Johanna Kirkland's perspective on the European banking industry post-Brexit?