Europe Is Starting to Become More Attractive: Principal Global Investors’s Shah

The video discusses the potential impacts of Brexit on the pound and UK economy, considering various scenarios like a Conservative victory or a no-deal Brexit. It highlights the uncertainty in trade negotiations and the need for clarity from political leaders. The discussion also covers fiscal spending plans from both major UK parties and their effects on the gilt market. Finally, it touches on the European market outlook, suggesting that reduced uncertainty could make European investments more attractive.

What are the potential impacts on the pound if a no-deal Brexit occurs?

How does the market perceive the possibility of a Conservative majority in relation to Brexit?

What are the key factors that investors are considering regarding the UK economy post-Brexit?

What reassurance do investors want from Boris Johnson regarding Brexit?

How might fiscal spending plans affect the gilt market according to the discussion?