Selling Pound Is Risky as Brexit Decision Nears, Says Carmignac Gestion

The video discusses the impact of Brexit on the gilt curve and market pricing, highlighting increased political risk and lower growth expectations. It analyzes the pound's valuation, noting potential risks and opportunities amid Brexit negotiations. The UK economy's outlook is examined, with a focus on investment strategies, particularly in companies with global revenues.

What are the anticipated effects of a no-deal Brexit on the UK economy?

What does the gilt curve reflect in the context of Brexit?

How has the appetite for UK assets changed amid Brexit uncertainties?

In what ways has the Bank of England assessed the impact of Brexit on growth?

What factors are influencing investment decisions in the UK market currently?