Surveying the wreckage: 5 UK equity pair trades that could deliver
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The fallout from the last week’s Truss-Kwarteng mini budget has pressured the full range of UK asset classes
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But many London listings have negligible UK exposure; arguably their share prices should benefit from GBP weakness
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After adjusting for geographic mix, we highlight 5 equity pair-trades that could each deliver an average 20% spread
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.