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UK election: A Tory win might be good for UK equities, but just for Christmas

UK election: A Tory win might be good for UK equities, but just for Christmas

What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.

UK economy still stagnant / recessionary

UK economy still stagnant / recessionary

UK monthly GDP / gross value added (GVA) for October will be released on 10 December, two days before the election. GDP is currently estimated to have fallen by 0.16% in August and 0.07% in September, with the September level 0.10% below the Q3 average.

Global recovery not yet assured
Prospettive globali

Global recovery not yet assured

Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.

Global Fixed Income Compass

Knowledge. Shared (Q4 2019)

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

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Global Equity Fund

Un fondo azionario non vincolato a un benchmark, che intende investire in società mondiali di alta qualità e in crescita, che beneficiano di tendenze secolari di lungo termine.

Global Life Sciences Fund

Grazie alla conoscenza degli aspetti scientifici e operativi del settore sanitario, la strategia investe in società che affrontano esigenze mediche non ancora soddisfatte o che migliorano l'efficienza dei servizi sanitari.

Horizon Euro High Yield Bond Fund

Per investitori in cerca di un rendimento generalmente elevato e crescita del capitale nell’universo a reddito fisso europeo.

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