Our Chief Investment Officer, John Leiper, appeared yesterday on Bloomberg TV to discuss UK markets and GBP against the dollar, and European equity prospects. Leiper discusses how he believes the UK economic narrative is shifting from inflation to growth, and what he anticipates the UK mid-term and long-term drivers will be. As the UK soft landing narrative prevails, Leiper also identifies the Greek economy as an uncovered spot by UK business analysts. As recovery programmes implemented in Greece are now coming to fruition, Leiper outlined how new aspects like the Greek debt-to-GDP ratio falling by 20% and the pick up in exports makes the Euro country a hot-spot for European equities.
Video courtesy of Bloomberg.
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