UK - The Impact of No Deal Brexit on Markets: Morningstar UK

Published on 3 Sep 2018

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the Impact a No Deal Brexit could have on the Markets. UK Brexit Secretary Dominic Raab and EU Chief Negotiator Michel Barnier are currently locked in crunch talks over the future of the Britain’s trade terms with the European Union. With Brussels admitting there is “no plan B” for a no-deal Brexit, the stakes couldn’t be higher. Should investors shun UK assets and seek shelter in US assets if there is a no deal Brexit. Or does the uncertainty create opportunities? Our first guest, Mike Coop from Morningstar Investment Management explains. What Impact Does Political Turmoil such as a no deal Brexit Have on Markets? Morningstar Investment Management's Dan Kemp is up next and considers how the latest Brexit fallout will affect portfolios. What Does Brexit Mean for Your Pension? Sterling weakness has been good for investors who own FTSE 100 stocks. But concerns are growing that Brexit is distracting politicians from other priorities. Senior International Editor for Morningstar, Emma Wall discusses this issue next. But if you are nervous about Brexit’s impact on UK stocks, there are plenty of global opportunities to choose from. In her latest monthly series Killik & Co's Rachel Winter shares three lesser known top stock picks within aerospace, fragrances and alternative energy. Does a Strong US Dollar Create Buying Opportunities in Asia? A strong US dollar and trade war rhetoric has meant Asian equities have suffered this year - but JPMorgan's Joanna Kwok says the outlook is positive Political crises, trade disputes and environmental disasters are leading investors to re-appraise their exposure to emerging markets assets and our very Dan Kemp returns to explain How to Successfully Navigate Emerging Market Investing Finally, our last guest today is Fidelity's Dhanajay Phadnis who explains to Emma that although Indian stocks look expensive, political reforms are creating sector-driven growth opportunities for investors. And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening.