Anthony Rayner: Why UK investors should beware 'Brexit blindness'

Political uncertainty high throughout Europe and the US

clock • 3 min read

It is easy to assume the Brexit vote - and the related political and economic uncertainty - means UK equities should be a no-go zone for the short to medium term but, says Anthony Rayner, this misses the wider picture

As global multi-asset investors, we cannot afford to be too UK-centric and we try to look at events from a number of different angles. If we just read UK media, we could easily believe the UK is blighted by extreme political risk. The UK does not operate in a vacuum, however, and while political uncertainty has undoubtedly risen, it has also risen in continental Europe - arguably more so - and in the US. This is far more relevant to global risk. Europe has solved very few of its problems. The refugee crisis remains, with its very relevant knock-on effects that should not be ignored simpl...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

UK inflation drops to 2.6% to bring 'fleeting' relief as fuel prices fall

UK inflation drops to 2.6% to bring 'fleeting' relief as fuel prices fall

BoE rate hike priced in for 2026

Michael Nelson
clock 22 July 2026 • 2 min read
Andy Burnham to launch ten-year plan for UK

Andy Burnham to launch ten-year plan for UK

Cost of living measures to be set out

Jaskeet Briah
clock 20 July 2026 • 3 min read
Ex-MPC member Jonathan Haskel approved as OBR chair

Ex-MPC member Jonathan Haskel approved as OBR chair

Nominated by Rachel Reeves

Cristian Angeloni
clock 17 July 2026 • 1 min read