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Beyond Brexit: Outlook and Risks for the U.K. Economy

Beyond Brexit: Outlook and Risks for the U.K. Economy

Beyond Brexit: Outlook and Risks for the U.K. Economy

Despite seeing major market swings following the 2016 Brexit referendum, we don’t expect Britain’s departure from the European Union (EU) to have any major economic effects in our baseline outlook for 2021 and beyond. Far more important are COVID-19, fiscal policy, and bigger questions around future productivity growth.

Tail Winds Provide Lift for Emerging Markets Investments
Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy
A Narrowly Democratic Congress Could Boost Spending and Growth
Asset Allocation Views: Early Cycle Investing
The 60/40 Portfolio Is Alive and Well