This Investor Has a Contrarian Call on Brexit and the Pound

The video discusses the investment perspective on Sterling amid Brexit uncertainties, noting a shift in the perceived risk of a hard Brexit. It highlights Sterling's market behavior around the Brexit deadline, suggesting a potential floor for the currency. The video also explores the US mortgage market, examining how lower mortgage rates, influenced by political strategies, act as a tax cut and impact consumer spending.

What is the investment committee's current view on the risk of a hard Brexit?

How does the speaker interpret the recent movements in Sterling leading up to the October deadline?

What strategies are being considered regarding Sterling versus the Euro?

In what ways does the speaker suggest that the US mortgage market is influenced by political decisions?

What is the significance of the decline in US 30-year mortgage rates according to the speaker?