London Calling: The Case for a Post-Election Re-Rating in U.K. Assets

Markets take a sharp turn | June activity data surprised to the upside, but Q2 GDP unlikely to impress | Emerging investment opportunities across the pond as the U.K. enters a period of stability

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In This Episode

The Week in Review (0:40) — The market shifts its focus from growth to value — but don’t call it the “Trump Trade”

The Week Ahead (7:05) — Flash PMIs and U.S. Q2 GDP

The Spotlight (9:00) — A bullish view on (most) U.K. assets following a historic election

Canada Corner (16:52) — Bank of Canada prepares a second cut