STRATEGY – Q1 2017


19/01/17 -"European Equities: Perplexity wins"

Pages
53
Language
English
Published on
19/01/17

EXECUTIVE SUMMARY

AlphaValue:
- The case to be worried
- Brexit: chronicleof a (silent) disasterforetold
- Confidence in equities returns : what have we missed?
- Sectors & Stocks for 2017
Lombard street, on Brexit:
- The channels of uncertainty
- The real threat is inflation
- Consumers appear to be resilient
- How long with sterling stay competitive?
- Brexit to rebalance UK, reduce regional inequality

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