Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Thematic (Sector/Industry)

<p><strong>-The fiasco at the Conservative party conference last week leaves Theresa May fatally weakened, but retained in office as the lamest of ducks because the alternatives are worse. On a 1- and 2-year view, we would be solidly underweight Sterling, as the Brexit process heads inexorably toward a bad outcome for Britain -- given a weak government negotiating with an EU that is determined to ensure that Britain suffers sufficient negative consequences (on trade and immigration) to deter other nations</strong>…</p>

-The fiasco at the Conservative party conference last week leaves Theresa May fatally weakened, but retained in office as the lamest of ducks because the alternatives are worse. On a 1- and 2-year view, we would be solidly underweight Sterling, as the Brexit process heads inexorably toward a bad outcome for Britain -- given a weak government negotiating with an EU that is determined to ensure that Britain suffers sufficient negative consequences (on trade and immigration) to deter other nations…

Theresa May Is Now the UK's Gerald Ford, with a Carter-Like Era Waiting in the Corbynista Wings

United Kingdom

iShares MSCI World GBP Hedged UCITS ETF (Acc) is an open-end, UCITS compliant exchange traded fund incorporated in Ireland.  The Fund aims to track the performance of the MSCI World 100% Hedged to GBP Net TR Index. The fund reinvests income received back into the fund.

iShares MSCI World GBP Hedged (IGWD LN)

Theresa May Is Now the UK's Gerald Ford, with a Carter-Like Era Waiting in the Corbynista Wings

-The fiasco at the Conservative party conference last week leaves Theresa May fatally weakened, but retained in office as the lamest of ducks...

Prasenjit K. Basu