Mark Martin discusses the potential implications of the upcoming general election on the UK economy, sterling and the UK equity markets
There is a strong expectation the Conservatives will secure a big majority in a general election that is now only six weeks away, which should put the Prime Minister in a stronger position during Brexit negotiations. Sterling has strengthened significantly as a result and domestic cyclicals have rallied in the immediate aftermath of Theresa May's shock announcement, while more internationally facing companies have broadly underperformed. The more domestically-focused FTSE 250 has significantly outperformed the FTSE 100 since the announcement, and is now ahead by more than 7 percentage...
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