Friday’s “surprise” referendum vote still has of course a very long way to play out in terms of political, geo-political and economic ramifications, though the initial movements in markets and currencies were not a surprise given the obvious shock and uncertainty. In this piece we offer a few thoughts on our coverage universe going forward, both where our views are evolving and where existing themes are reinforced. Sectors under more pressure than before include: Consumer, General Retail, Constr ....
27 Jun 2016
N+1 Singer - Strategy - Brexit – a few thoughts in mid and small cap
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N+1 Singer - Strategy - Brexit – a few thoughts in mid and small cap
Wilmington plc (WIL:LON), 339 | Bodycote plc (BOY:LON), 697 | Senior plc (SNR:LON), 177 | dotDigital Group plc (DOTD:LON), 85.6 | Burford Capital Limited (BUR:LON), 1,254 | Weiss Korea Opportunity Fund Ltd. GBP Accum.Red.Shs (WKOF:LON), 0
- Published:
27 Jun 2016 -
Author:
Mark Gibbon -
Pages:
9
Friday’s “surprise” referendum vote still has of course a very long way to play out in terms of political, geo-political and economic ramifications, though the initial movements in markets and currencies were not a surprise given the obvious shock and uncertainty. In this piece we offer a few thoughts on our coverage universe going forward, both where our views are evolving and where existing themes are reinforced. Sectors under more pressure than before include: Consumer, General Retail, Constr ....