Brexit – The BlondeMoney Shot

Risks that are not being taken into account:

  • New government without a new election.
  • Emerging Market style currency crisis and capital outflows.
  • No Brexit taking place.

Risks for your portfolio:

  1. Disruption to normal BOE interest rate hiking cycle.
  2. Dislocation to the price of GBP.
  3. EM-style risk premium for Gilts.
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