Quick view: UK election signals inflows and takeovers
2 minute watch
In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.
Key takeaways:
- The result may drive a rise in consumer confidence and the removal of nationalisation risk for certain sectors
- The result may lead international asset allocators to reassess their allocations to UK plc and potentially reverse markedly negative flows since 2016
- There is now increased potential for UK takeover activity with the election result removing some of the risk associated with the UK equity market
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
There is no guarantee that past trends will continue, or forecasts will be realised.
Marketing Communication.
2 minute watch