United Kingdom

Surveying the wreckage: 5 UK equity pair trades that could deliver

  • The fallout from the last week’s Truss-Kwarteng mini budget has pressured the full range of UK asset classes

  • But many London listings have negligible UK exposure; arguably their share prices should benefit from GBP weakness

  • After adjusting for geographic mix, we highlight 5 equity pair-trades that could each deliver an average 20% spread

September 30th, 2022
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