The UK’s vote to leave the European Union (EU) has put the spotlight on the interplay between politics and financial markets. As political risk increases across Europe and the U.S., investors may need to rethink the concept of safe havens.
European real estate prospects remain encouraging, despite heightened political risk and more uncertainty, says Monika Sujkowska, Analyst, Real Estate Investment Strategy and Research, at Aviva Investors.
Euan Munro, Chief Executive Officer, Aviva Investors
Following the UK’s historic vote on June 23 to leave the European Union, Euan Munro, Chief Executive Officer of Aviva Investors, discusses the implications for financial markets and investments.
Currencies can provide a rich source of investment ideas for portfolio managers who are able to profit from them in a world of experimental monetary policy and beggar-thy-neighbor attitudes to currency depreciation.
The recent sharp rise in the value of the yen is complicating the task of the Bank of Japan as it looks to fight deflation and revive economic growth.
Past performance is not a guarantee of future results.
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