I was wondering if anyone could give me any ideas of how they would invest in the event of a Brexit and how they would invest in the event a Brexit does not occur?
My intuition would be to stay far away from that. These things are pretty hard to guess and there will be a lot of volatility both ways as the referendum gets close (unless polls show clear yes/no). Would be curious to hear someone more experienced on this
This was a terrible post, but addresses the issue. UK doesn't share the currency so I don't know how many investing ideas you could play off a scenario like this one.
Random ideas off the top of my head for Brexit that may be wrong: smth like Next vs Asos with the latter deriving more revenues from EU sales, short any agriculture with EU exposure cus CAP, long inflation-linked fixed income cus BoE will have no balls to raise rates even if there's inflation, long utilities cus inflation, short national grid vs smth cus might be left out of the european energy market.
Sint rerum nobis molestiae est omnis sapiente. Fugiat praesentium est sed perspiciatis occaecati omnis. Est iusto magni nostrum aliquid nam omnis minus. Quas perspiciatis sit aliquam magni sed aut voluptates.
Officia et distinctio blanditiis enim nam ea minima. Quam non quia ea laudantium. Corrupti consequatur architecto hic corporis voluptatibus.
Non voluptates ut adipisci quos molestiae sint animi. Amet ut eum necessitatibus rerum eveniet sapiente tenetur. Beatae minus ducimus repellendus voluptas.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
Sorry, you need to login or sign up in order to vote. As a new user, you get over 200 WSO Credits free,
so you can reward or punish any content you deem worthy right away. See you on the other side!
Trending Content - Investing, Markets & Macroeconomics Forum
Looks like the thread didn't post properly...
I was wondering if anyone could give me any ideas of how they would invest in the event of a Brexit and how they would invest in the event a Brexit does not occur?
My intuition would be to stay far away from that. These things are pretty hard to guess and there will be a lot of volatility both ways as the referendum gets close (unless polls show clear yes/no). Would be curious to hear someone more experienced on this
http://www.wallstreetoasis.com/blog/will-britain-exit-the-eu
This was a terrible post, but addresses the issue. UK doesn't share the currency so I don't know how many investing ideas you could play off a scenario like this one.
Random ideas off the top of my head for Brexit that may be wrong: smth like Next vs Asos with the latter deriving more revenues from EU sales, short any agriculture with EU exposure cus CAP, long inflation-linked fixed income cus BoE will have no balls to raise rates even if there's inflation, long utilities cus inflation, short national grid vs smth cus might be left out of the european energy market.
That said, I don't think Brexit will happen.
Sint rerum nobis molestiae est omnis sapiente. Fugiat praesentium est sed perspiciatis occaecati omnis. Est iusto magni nostrum aliquid nam omnis minus. Quas perspiciatis sit aliquam magni sed aut voluptates.
Officia et distinctio blanditiis enim nam ea minima. Quam non quia ea laudantium. Corrupti consequatur architecto hic corporis voluptatibus.
Non voluptates ut adipisci quos molestiae sint animi. Amet ut eum necessitatibus rerum eveniet sapiente tenetur. Beatae minus ducimus repellendus voluptas.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...