Ahmer Tirmizi: What Boris as PM means for Brexit

Most investors would prefer to not think about politics. It is hard enough working out the link from economic growth, inflation and profits to asset prices - trying to figure out a further connection between asset prices and the whims of politicians makes life tougher still. Rather than trying to predict specific outcomes, then, investors and their advisers should look to prepare for a wider range of possibilities. One way to do this is to think through scenarios - for example, there would appear to be three potential outcomes for the shape of Brexit over the coming months: ‘Keep Kicking...