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27 Jan 2020
Sector Note -
Frenkel Topping Group plc (FEN:LON), 51.5 | STM Group PLC (STM:LON), 57.5 | Time Finance plc (TIME:LON), 39.5
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Sector Note -
Frenkel Topping Group plc (FEN:LON), 51.5 | STM Group PLC (STM:LON), 57.5 | Time Finance plc (TIME:LON), 39.5
- Published:
27 Jan 2020 -
Author:
Cavendish Research -
Pages:
36
Looking for winners in a scenario of reduced uncertainty. Political and economic uncertainty surrounding Brexit continues to be quoted as a serious headwind for UK companies. We don’t make predictions about what the 12 December 2019 general election might mean in terms of specific policies but simply assume that political uncertainty is likely to reduce on the back of the election (though we recognise there is still a trade deal to be agreed). Through this lens, we look at which financial stocks stand to benefit most in a scenario of reducing uncertainty.