JPMorgan Is Neutral on U.K. Assets, Sees Soft Brexit Deal

The video discusses the potential impacts of Brexit on goods and services, emphasizing the likelihood of a soft Brexit. It explores negotiation strategies, highlighting the need for the UK to maintain some leverage. The discussion also covers market positioning, with a focus on neutral stances in UK assets due to the sensitivity of sterling to news. The video concludes with an analysis of global market trends, particularly the strength of the US economy and emerging markets.

What are the implications of a soft Brexit according to the speaker?

In what ways does the speaker suggest that US growth affects their investment strategy?