Deal or No Deal? – The Brexit View
Neil Woodford’s company, Woodford Investment management, have teamed up with Capital Economics to look at the various Brexit possible outcomes and their effects on the economy.
The reports view is that the most likely outcome seems to be a ‘compromise deal’, but it does also consider ‘No deal’ and ‘Deal with ambitious policies’
If the report’s forecast is right, the anticipated outcome makes pretty good reading. No big shocks and the suggested gentle unwinding of positions would be welcomed by markets.
Our house investment views remain much the same in that diversification is key to stable investment performance, whatever the weather.