Uncertainty over Brexit has prompted consumers and companies to put off investing in British stocks. Once clarity returns, cheap stocks should rebound, says David Stevenson.
Recent stockmarket jitters have been global, but uncertainty over our future relationship with the EU continues to dog British stocks. But therein lies opportunity.
Steve Eisman has a basket of about 50 stocks he would short if Britain ends up with a “Trotskyite” prime minister.
London could become home to a truly global stock exchange – but only if we welcome exotic and risky flotations, says Matthew Lynn.
Unilever, the consumer-goods giant, is staying in the UK after all. That tells us something important about Brexit, says Matthew Lynn.
The way Unilever went about planning the vote on moving its head office out of the UK wasn’t normal and it wasn’t right, says Merry Somerset Webb.
UK stocks may linger in the bargain basement, but this gives long-term investors an opportunity to stock up.
Tesco is launching its own version of Aldi and Lidl – but cashing in on the fast-growing discount sector won’t be easy.
According to the latest Bank of America Merrill Lynch survey, 28% of fund managers are underweight in UK stocks.
Department stores, including House of Fraser, Debenhams and others, are in trouble. But history shows this retail format has the capacity to reinvent itself and bounce back, says Max King.
No-frills airline Ryanair is juggling spending increases with a long-term rise in labour costs. That’s bad news for its business model.