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Brexit Customs: Leadership Threats and EU Resistance

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In this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, and Guy Foster, Brewin Head of Research, return to the subject of Brexit and its investment consequences.

In this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, and Guy Foster, Brewin Head of Research, return to the subject of Brexit and its investment consequences. The conversation covers the various strategy choices being explored to tackle future customs relationships and the apparent decision that has been arrived upon by the Cabinet. As always with this topic, however, compromises are hard to find, and choices made are likely to be met with resistance. Will we see the EU show willing, will the Tory backbenchers threaten a leadership contest, is a Corbyn led alliance waiting in the wings? In this recording we cover all such topics, the associated probabilities and the likely impact on the pound, UK equities and bonds.

Ben Gutteridge

Head of Fund Research

ben.gutteridge@brewin.com