Three Brexit scenarios and their impact on financial markets

23/10/18 Pieter Jansen

Although it was set out that last week would have to be the week in which the EU and the UK would agree on the transitionary deal to leave enough time to arrange a smooth transition, this did not happen. Over the last weeks it had already become clear that a deal to be reached in October had become quite unlikely. There is significant pressure for a deal to be reached and to be approved by UK parliament before the end of the year. One of the key difficulties is the issue of the border with Ireland. The good Friday agreement rules out a hard border between Ireland and Northern Ireland. As Northern Ireland is part of the UK, the Irish-North Irish border would be an external border between the UK and the EU.

UK stocks fare well in Brexit vote aftermath

10/10/16 Jacco de Winter

Financial conditions in the UK are supported by the depreciation of the pound. This is a crucial element for the UK market, as it consists mainly of large multinational companies.

The victims of Brexit

18/07/16 Pieter Jansen

• The UK could sink into a recession as early as the second half of this year, says NN Investment Partners. • Ireland, Belgium and the Netherlands are particularly vulnerable to Brexit-related consequences because trade with the UK delivers an important part of their income, a recent IMF report shows. • Foreign direct investments in the UK may decline and a weaker pound sterling may cut into the returns of foreign securities portfolios.

Amidst Brexit chaos, take cover in Asian debt

04/07/16 Joyce Tan

Joyce Tan, Portfolio Specialist Asian Debt at NN Investment Partners, explains why Asian Hard Currency debt could be an attractive investment amidst market turbulence.

Navigating rough waters in Brexit’s wake

04/07/16 John Buckley

The UK vote to leave the European Union has cast a dense fog of political uncertainty over financial markets. Much will depend on developments in the real economy.

Impact of Brexit on EMD

30/06/16 Marcelo Assalin

Brexit has increased short-term market volatility as well as political uncertainty, especially in Europe. What is the impact on the Emerging Market Debt (EMD) asset class and our strategies?

So we have a Brexit… What now?

27/06/16 Jacco de Winter

Markets will likely remain volatile for now, but that does not mean that opportunities are absent. These will especially emerge should investor panic become extreme.

The Brexit vote and its consequences

24/06/16 Manno van den Berg

UK voters have chosen by a narrow margin to leave the European Union. The outcome of the UK vote is initially a major shock for markets, and could in the long run damage economic growth and cause more political risks. Brexit puts further pressure on risky assets, oil prices and the British pound. The vote could trigger further quantitative easing.

UK referendum preview: Brexit or Bremain?

20/06/16 Jacco de Winter

Thursday, June 23, Britain will vote whether it will stay in or leave the European Union. In this Q&A, NN Investment Partners gives its view on the possible consequences of Brexit.

Brexit fears and Fed grip markets

13/06/16 Jacco de Winter

Brexit will continue to dominate markets in the coming weeks and we expect increased volatility depending on the trend in the polls and betting odds.