Buying Gilts Still Makes Absolutely Great Sense: HSBC's Kettner

The transcript discusses the uncertainty surrounding Brexit and its impact on market predictions, particularly in the UK. It highlights the unexpected performance of UK mid caps compared to large caps despite Sterling's decline. The discussion then shifts to the potential of investing in gilts, considering the structural economic challenges in the Eurozone. Finally, the transcript addresses the volatility in Sterling and European equities, noting the hedging activities in the market.

What challenges does the speaker face in forming a base case for markets?

How have UK mid caps performed compared to large caps according to the speaker?

What does the speaker suggest about the potential growth in the eurozone?

What is the speaker's perspective on buying gilts in the context of Brexit?

What is the speaker's view on volatility in the context of currency and equity markets?