James Bevan: Pound Is Friendless at the Moment

The video discusses the potential negative impact of the pound reaching $1.15, highlighting issues caused by Brexit. It examines the historical performance of sterling, including its trade-weighted value, and the implications for the UK economy. The discussion also covers inflation and the attractiveness of sterling assets for M&A deals.

What role do foreign investments play in the context of cheaper sterling assets?

What are the implications of increased inflation expectations for the UK economy?