Companies most exposed to the UK are getting crushed
The path towards a Brexit resolution remains strikingly unclear, but one thing is certain: firms with high exposure to the UK market are taking it on the chin.
Head of Equity Strategy
This year began with markets continuing their 2017 jubilance. It didn’t last. Following a massive volatility shock in late February, equities veered from the path of continual gains while macro prints faltered as well. With trade war now providing an even more perilous background for equity markets, it’s fair to say that the long-predicted troubles are starting to wash ashore.
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