John Baron's Investment Trust Portfolio 

The UK market: darkest before the dawn

The UK market: darkest before the dawn

Brexit has once again cast a long shadow over the UK market. International comparisons suggest UK valuations are at the bottom end of a range of metrics. But just as the portfolios benefited from defying consensus and increasing their domestic exposure over the referendum period, they are hoping to again benefit from the market reaction to the sceptics presently holding sway – this time about the consequences of a ‘no deal’ outcome to the EU negotiations. 

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