U.K. Equities Very Cheap, Will 'Rip' With a Brexit Deal: Baird

The video discusses the current state of the UK market, highlighting the Footsie 100's high yields and its position as the cheapest western market. It explores the potential impact of Brexit, noting that markets are discounting a hard Brexit, making them very cheap. The discussion includes the possibility of a deal if the DUP aligns, and the effect of such a deal on the market. Additionally, the video addresses currency adjustments for US investors, considering Sterling's recent rise and upcoming US rate cuts, which could affect the dollar and overseas currencies.

What potential impact does the speaker foresee if a deal is reached regarding the DUP?

According to the speaker, what adjustments need to be made for overseas investments into the UK?