Market notes: the Brexit dividend

As Mrs May heads towards her day of destiny in Parliament, the political drama that is Brexit - and let us be clear, this is a political crisis, far more than an economic one - is producing one clear benefit for investors. It is making the UK stock market look remarkably cheap, to the point that the case for increasing allocations is becoming very strong. Most professional investors know this, but career risk and the rules of the investment game are preventing them from doing much about it. No such constraints apply to private investors however.

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