Recent UK political uncertainty and a misjudged budget bill in September has put the focus on the country’s economic outlook, particularly in the context of higher Gilts yields. The Autumn Statement, to be delivered on November 17, will be the key calendar item to watch as tax rises and spendings cuts are expected in order to balance the books.
In our latest CIO Special, 'United Kingdom – Keep Calm and Carry On?', we look at:
- Recent UK political uncertainty and its effect on GBP assets and GBP.
- Fiscal and monetary options available to counter fears of an economic downturn.
- Getting greater clarity on the long-term effects of Brexit as the COVID pandemic fades.
- Our UK asset class expectations and potential longer-term investment opportunities.