Untitled DocumentBrexit - Seeking Investment Value

Seeking Investment Post Brexit
 

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1Source: European Union 2Source: HM Revenues & Customs 3Bank of International Settlements 4Migration Watch UK
Data as of December 2015

Other Helpful Resources:

  • The Vote Is In, the UK Wants Out

    Our asset managers frame their expectations for a post-Brexit world, including which domestic defensive equity sectors may be more resilient than others, and share their revised outlook for U.S. interest rates.

  • Brexit: The Outcome and Road Ahead

    In this Q&A, Ed Keon, managing director and portfolio manager for QMA, shares his thoughts on the UK’s decision to leave the EU; the potential impact on corporate earnings, economy and markets; and his investment approach.

  • Post-Brexit: Economic & Market Implications Call Highlights

    The UK’s decision to leave the European Union surprised investors and sent markets reeling. QMA portfolio manager Ed Keon and Prudential Fixed Income portfolio manager Michael Collins shared their insights into the implications of this unprecedented event.
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  • Prudential Fixed Income Commentary

    “Safe haven” assets such as U.S. government bonds and gold may outperform as risk aversion remains elevated, and expectations regarding the Federal Reserve’s stance on interest rates have changed.
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  • PGIM Real Estate Commentary

    Real estate assets will come under pressure, more so for UK markets most exposed to the EU and finance sectors and investors will likely focus on high-quality, income-producing assets.
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  • Jennison Associates Global Equity Team Commentary

    The initial negotiation about terms of the UK’s exit from the EU may take two years. The overall exposure of Jennison-managed portfolios to the UK is limited. Read about the team’s investment strategy.
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Brexit

Brexit Perspectives

Listen to our interview with Ed Keon, Managing Director and Portfolio Manager for QMA, to learn more about his views on Brexit.
 


Brexit is a term used to refer to the potential exit of the United Kingdom (UK) from the European Union (EU). Gross domestic product (GDP) is the value of the goods and services produced by a nation’s economy less the value of the goods and services used up in production over a specific period of time.

Certain information in this commentary has been obtained from sources believed to be reliable as of the date presented; however, we cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance (or such earlier date as referenced herein) and is subject to change without notice. Investing involves risks. Some investments have more risk than others. The investment return and principal value will fluctuate and the investment, when sold, may be worth more or less than the original cost. It is possible to lose money. There is no guarantee the portfolio managers will achieve their objectives. For tax advice, clients should consult their tax professional regarding their particular situation.

0294415-00002-00 Ed. 10/2016