Overweight Positions in the Pound Are Way Forward on Brexit, Says Legal & General’s Jeffery

The video discusses investment strategies around Brexit, focusing on the potential impact of the UK leadership race on the pound and market volatility. It highlights the importance of understanding the risks associated with Brexit and the potential for volatility as the leadership election progresses. The discussion also covers positioning in Europe, particularly in relation to Italian economic risks, emphasizing the significance of maintaining stability in Italian yields for both Italy and Europe.

How have investors been advised to position themselves around Brexit during the leadership race?

What is the significance of the risk premium mentioned in relation to sterling?

What factors contribute to the uncertainty surrounding the new Prime Minister's impact on the pound?

What are the potential risks associated with a systemic event in Italy?

Why is maintaining a lid on Italian yields considered important for both Italy and the rest of Europe?