European Investment Strategy
Strategy Insight
Labour Won In Britain: So What?
The new Labour government will have flexibility to respond to macro shocks, which is positive for the UK in general, namely GBP-EUR, and also gilts in absolute terms. But over the long run, tax hikes will likely surprise to the upside, which poses a risk to corporate earnings.
BCA Research | Geopolitical Strategy
GeoMacro Strategy, Geopolitical Strategy, and US Political Strategy.
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