All Brexit articles
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White papersWhy we think UK real estate can flourish after the Brexit deal
With some major hurdles likely to fall in 2021, we believe that certain parts of the UK real estate market are at a turning point and set to perform strongly over the next few years.
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White papersBrexit and UK real estate update – January 2021
Despite dominating discussion for much of the past four years, there has been surprisingly limited reaction to the UK’s deal with the EU.
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White papersA thin and last-minute Brexit deal should give temporary relief to UK assets
The deal: the core of the deal is a zero-tariff/zero-quota free trade agreement for goods, but trade will be affected by new non-tariff barriers such as customs checks and compliance procedures. The deal is lighter concerning trade in services, and in most services sectors providers will need to seek approval on a case-by-case basis with national authorities.
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White papersCIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
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White papersBrexit Means Brexit: But What Could that Mean for Portfolios?
As of the 31st of January of this year, Brexit went into effect per the vote cast on the 23rd of June back in 2016. With the added element of the COVID-19 pandemic and its associated economic implications, how should global investors be thinking in our view as we approach 2021?
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White papersBrexit Update
Brexit occurred on January 31, 2020, and we are now in the transition period until December 31. Therefore, rules and regulations in the UK are still aligned with those in the European Union, but the United Kingdom is no longer a member state, hence talk of the EU-27 rather than the EU-28.
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White papersBrexit in the Coronavirus Era
Reaching a mutually beneficial Brexit deal has so far been beyond the reach of UK and European Union (EU) negotiators. Now that COVID-19 has struck, can they avoid a damaging split?
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White papersThematics views - July 2020
Covid-19 is a symmetric shock with asymmetric outcomes. Existin imbalances within Europe such as public debt, economic models or vision for the union, turn to cracks and the EU is facing fragmentation risks. However, the EU should be able to get over it as it did with the Global Financial Crisis.
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White papersBrexit Still Weighs On GBP, But The Situation On Rates And Equity Could Normalise
Now that the United Kingdom is officially out of the EU, a new phase has opened up, during which UK officials will have to negotiate a trade deal with the EU to avoid a ‘Brexit cliff edge’ at the end of 2020. The available time span is short, but an agreement is possible on either a trade deal, another extension or some mixture of the two.
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White papersSpectrum Asset Management Outlook for 2020
Some macro risks—such as Brexit—appear to be de-escalating, but uncertainties continue; trade war negotiations are likely to overhang sentiment into the United States election.
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White papersLooking through the Brexit clouds
Looking ahead to 2020, we are full of hope for a conclusion to Brexit. As investors, our approach to property investment remains constant, mitigating specific risk to suit the economic environment. However, Brexit is clouding the investment landscape and has created a stasis across most home-grown markets
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White papersGlobal Investment Views - January 2020
As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income returns were also strong as bond yields fell. The combination of these trends enabled a traditional 50 bond/50 equity balanced portfolio for European to investors generate 15.5%1, the best annual performance in the last two decades.
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White papersOutlook 2020: The Beauty of Symmetry
− Global growth is finding its feet, but a powerful upswing is not around the corner: risks such a Hard Brexit (still!) and the US elections are impediments to a meaningful capex recovery.
− 2019 was in many ways similar to 2016; but 2020 will not be a repeat of 2017. We expect equity gains to continue, but in a far more muted fashion.
− Central banks engineered a stunning risk rally in 2019; they will be less active in 2020. But nascent efforts to make inflation targets more symmetrical will remain a risk-friendly force. -
White papersGovernment Shutdown Bites the Dust
Boeing may have an impact on U.S. economic data, the U.K. Tories are back and stronger than ever, and the government shutdown is averted, for now.
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White papersEurope’s Time to Shine?
If Brexit headwinds begin to clear, and the German economy sees improvement, it would support the European economy as a whole. At the same time, any weakness in the U.S. dollar could further propel international markets, potentially reversing a decade of underperformance.
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White papers2020: The Road Ahead
From fixed income and equities to real estate and alternatives, Barings’ teams share their predictions for 2020 and views on where the biggest risks and most compelling opportunities may lie.
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White papersLooking into 2020 with Hermes
2020 will be another uncertain year. Brexit will rumble on, bringing further volatility and polarising the UK political dialogue; China and US relations will remain tense and concern markets, despite a possible partial trade deal being secured before the end of 2019; and the US presidential race will likely unsettle world markets.
