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Brexit, Boris & the BoE...what's priced in for UK credit?

On the 23rd June UK voters will go to the polls to vote on 'Brexit' or 'British Exit' from the European Union.

While current market valuations partially reflect the risk of a Brexit – investor sentiment has shifted to a potential rate cut by the BoE and sterling touching a 5 year low against the dollar - the response in credit markets has been more muted and quite varied. This presents opportunities to capitalise on market dislocations as we head into this important political event.

Please join Mike Amey, Head of Sterling Portfolios, and Ketish Pothalingam, UK Credit Portfolio Manager, for a discussion on the probability of Brexit, its implications for the UK and where PIMCO is identifying opportunities across its portfolios.
Recorded May 13 2016 45 mins
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Presented by
Mike Amey, Head of Sterling Portfolios, and Ketish Pothalingam, UK Credit Portfolio Manager, PIMCO
Presentation preview: Brexit, Boris & the BoE...what's priced in for UK credit?

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  • Title: Brexit, Boris & the BoE...what's priced in for UK credit?
  • Live at: May 13 2016 10:00 am
  • Presented by: Mike Amey, Head of Sterling Portfolios, and Ketish Pothalingam, UK Credit Portfolio Manager, PIMCO
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