Carmignac's Medecin: We Like European Banks

The video discusses the performance and growth potential of European banks, comparing them with Japanese banks. It highlights the impact of inflation on ECB policy and the vulnerability of fixed income assets. The UK economic outlook post-Brexit is also examined, focusing on currency stability and consumer purchasing power.

In what ways can the Bank of England's monetary policy affect the UK economy post-Brexit?

How does the weakening of the currency impact foreign investment in the UK?

What are the potential risks for consumers in countries facing significant currency weakening?