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Signals and noise. What did and didn’t happen in 2016
May 2017
Of course, we are now only at “the end of the beginning”. There remain many Brexit-related developments to watch in the coming months and years – not the least the drama of a UK snap election in early June of 2017. Nevertheless, we feel now is an appropriate time to reflect on the aftermath of the referendum. What did the companies we talk to, and invest in, see in the weeks and months after the vote – was it what was feared beforehand? What investment lessons can be learned from 2016? And what is now the best strategy for investing in the UK as it embarks on its divorce from the European Union?
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