Sector and Regional Strategy: Monthly Update January 2017
Executive Summary Regional Strategy: Upgrade UK; Remain Positive on Russia. This month the UK is being upgraded, largely reflecting a continued improvement in earnings momentum. In contrast to Russia —…
Brexit Fallout: Global Uncertainty to Weigh on Multiples
Uncertainty Has Increased Materially in Key Regions of the World. In the U. K. , Brexit uncertainty could drag on for a few years. Globally, the next big uncertainty surrounds the…