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Samantha Gleave: How to handle investor complacency

The uncertainty preceding the UK’s referendum on EU membership and the shock which followed the Leave vote presented an environment which was difficult to navigate for many investors.

But with a number of fresh obstacles to a benign investment environment looming on the horizon – from the prospect of President Trump to the possibility of Italy’s referendum kick-starting fresh political turmoil in Europe – we may be able to take some referendum lessons forward.

Olly Russ: Brexit - the Continental European impact

Markets are still digesting the recent Brexit vote and the various political crises that emerged from last month’s events means uncertainty will remain for a while yet.

For my part, I ultimately believe that whether or not the UK is in or out of a particular customs union – which is essentially what the EU is, rather than a free trade zone – will have a rather limited long-term effect on the UK’s economic future. Shorter term however, the decision to leave will have some frictional costs and the ongoing uncertainty over the ultimate resolution of the UK’s relationship with the EU will continue to cause some delays in decision-making among corporates.

John Husselbee: Where next for property funds?

Watching the news on Monday night, I was surprised to see property funds leading the bulletin, with several major players opting to suspend trading.

In the absence of equity market carnage – and sterling’s decline heavily covered in the immediate aftermath – the media looks to have identified these funds as a victim of Brexit and moved them up the agenda accordingly.

Shashank Savla: Rajan’s surprise departure from RBI

Raghuram Rajan’s recent decision to resign when his term as the Governor of the Reserve Bank of India (RBI) ends in September 2016 surprised markets. Rajan is well respected amongst the investor community and has added significant credibility to the RBI over the last 3 years. It was expected that he would continue in his role.

John Husselbee: Brexit - a week on

A week on from the historic Brexit vote, it looks increasingly clear that – for now at least – we are facing a political rather than a financial crisis.

Markets were initially wrong-footed by the Leave vote and we saw a classic risk-off trade in the immediate aftermath as the FTSE 100 fell sharply. Since then however, the market has more than recovered these losses – although it should be remembered that the blue-chip index has extensive overseas exposure and more domestic-facing mid and small caps are still down despite a rally.


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