Neil Birrell: House of cards - play or pass?

Factoring in political change

clock • 5 min read

To what extent should financial advisers and their clients - and indeed portfolio managers - take political views into account when making investment decisions? Neil Birrell takes a closer look

Managing money in a way that expresses a political view has never seemed a particularly sensible strategy to me. Policy and polls are not predictable and so do not provide certainty - but, of course, politics has always impacted markets and therefore must be considered. Brexit - and I promise that is the last time you will read that word in this piece - has had, and will continue to have, a massive impact on the political scene domestically and in the EU, as well as on economies and financial markets. The Conservative Party will soon have a new leader and the country a new prime minis...

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