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The UK election and the end of the beginning?

Investment Solutions - Chief Investment Officer

Dear Investors,

This week we analyse the potential outcomes of the UK general election, and how investors could hedge some of their exposures if the Conservatives’ lead in the polls narrows.

Key takeaways:

We anticipate a Conservative majority, setting the stage for the next Brexit phase

If the polls are correct, the UK’s full EU membership would end 31 January 2020, kicking off potentially lengthy EU trade talks
We expect more government spending and a modest rise in GDP growth next year
Sterling is pricing out the no-deal Brexit premium, and we expect UK equities to begin to catch up with European stocks.

Best regards,

Stéphane Monier
Chief Investment Officer, Lombard Odier Private Bank

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