Lumen Capital’s Lequeu Says U.K. Equities Are Still Attractive

The video discusses the impact of Brexit on the sterling and UK equities, highlighting the decreased likelihood of a hard Brexit and potential rebound in the pound. It also explores investment opportunities in UK equities due to valuation, despite ongoing uncertainties. The conversation shifts to European equities, where caution is advised due to deteriorating economic data in the euro zone and Germany's recession risk. Finally, recent trends in equity markets are examined, noting a V-shaped recovery and expected volatility in the coming weeks.

What factors contribute to the uncertainty surrounding the Brexit deal?

How has the likelihood of a hard Brexit changed according to the text?

What is the current sentiment of investors towards the pound?

What reasons are given for being cautious about European equities?

What does the text suggest about the future of equity markets?