“We are all outsiders rather than traditionalists.”


— DR. CHRISTINA MAKRIS


Though there are post-Brexit fears, the UK should become viewed by the international community more like Switzerland or Norway, countries in Europe that are attractive places to do business, with slightly different rules but outside the EU. Sentiment is just starting to shift. February 2021 saw the first net inflows after eight months of net outflows, some large asset managers have gone


overweight and nobody we know has increased their underweight stance this year. There is also growing M&A interest,” says Hugo, who authors Kernow’s Macro View.


Defensive risk management But Wood does not have a permanent nor unconditional love of UK equities. Although


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