‘No deal’ upside

At the beginning of the year, I explained why the portfolios were increasing their exposure to UK equities (‘Backing Britain’, 10 February 2017). The market has done well since, with the FTSE 100 index at a record high at time of writing. Yet the potential to strongly outperform global markets going forward remains very much in place, given relative valuations and fundamentals. Sentiment is unduly concerned about the prospect of the UK abiding by World Trade Organization (WTO) terms on leaving the European Union (EU), and this presents an opportunity for investors.

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