January 31, 2020. I to maim day meeting with no more cuts for year, and Christine Mcgarr first European Bank meeting, also no stimulus there appeared lets talk about all these big stories and find the investment plays with them with me right now to talk about that is that cities private bank david balin. David is good to have in the program. Great to be here. You are making recommendations on billions of dollars under management, private bank. These headlines are important to you because you are investing all across the world. What was the most important headline this week that causes you to change her strategy, if at all. I would they say the most important headline for this week is the Brexit Boris Johnson is the overwhelming majority. We really like uk equities. We like dividend payers in the uk, and we think this once and for all will create the clarity that will allow that market to do better than its done over the cause last year. We needed some clarity and thats for sure. In the
I to maim day meeting with no more cuts for year, and Christine Mcgarr first European Bank meeting, also no stimulus there appeared lets talk about all these big stories and find the investment plays with them with me right now to talk about that is that cities private bank david balin. David is good to have in the program. Great to be here. You are making recommendations on billions of dollars under management, private bank. These headlines are important to you because you are investing all across the world. What was the most important headline this week that causes you to change her strategy, if at all. I would they say the most important headline for this week is the Brexit Boris Johnson is the overwhelming majority. We really like uk equities. We like dividend payers in the uk, and we think this once and for all will create the clarity that will allow that market to do better than its done over the cause last year. We needed some clarity and thats for sure. In the evaluation in the
January 31, 2020. I to maim day meeting with no more cuts for year, and Christine Mcgarr first European Bank meeting, also no stimulus there appeared lets talk about all these big stories and find the investment plays with them with me right now to talk about that is that cities private bank david balin. David is good to have in the program. Great to be here. You are making recommendations on billions of dollars under management, private bank. These headlines are important to you because you are investing all across the world. What was the most important headline this week that causes you to change her strategy, if at all. I would they say the most important headline for this week is the Brexit Boris Johnson is the overwhelming majority. We really like uk equities. We like dividend payers in the uk, and we think this once and for all will create the clarity that will allow that market to do better than its done over the cause last year. We needed some clarity and thats for sure. In the
Incredible this evening, but everybody could take a sharp when that poll came out. This changes so much as we look forward to what comes next for the Brexit Process. It gives Boris Johnson flexibility. The hard brexit is, i dont need you anymore. You are not going to stand in my way you potentially did. Also the way you did with theresa may. Dup, erg, noer the longer these factions, outside yet always in the conservative party able to dictate policy. As we hear from Allison Donnelly on twitter, shes talking about how this opens the possibility of a substantive brexit. Bruegel, from reminding us there could be flux ability around that trade relationship, Boris Johnson saying he doesnt want that flux ability, things he said he would do but that didnt come to pass because he found other people standing it is way and he had to adjust course. And it is devastating for the labour party. The reflection it is going to take place there, i think there may be that Jeremy Corbyn steps down, others
Has gotten smaller and smaller. Yes, weve been hearing this, but with these polls we have to remember they are notorious lee wrong a lot of the time. But this youguv poll predicted the 2017 election correctly, which is why many are taking notice of this one notorious lee. Is why many are taking notice of this one notorious lee. We have to remember the margin of error. The youguv poll is saying the tories could win from 311 seats to 367 seats, so a wide margin, but it definitely shows Boris Johnsons lead is narrowing. Of course what that leads us to the fact that we have this very real fear in the uk again that the whole brexit debacle we have had, the political paralysis we have had, the political paralysis we have had, could be looking to be extended because its a very real possibility that we are heading for another Hung Parliament in the uk. And its interesting because this article in the times and most other articles you read talk about the fa ct articles you read talk about the fa