John Baron's Investment Trust Portfolio 

Time to profit from no-deal hysteria

Time to profit from no-deal hysteria

Recognising when sentiment and fundamentals diverge is the basis of good investment. At a time some commentators are expressing concerns about market levels in general, it is incumbent on the investor to seek value relative to prospects. By most metrics, the UK is the cheapest market in the developed world. The very simple reason is Brexit and the near-hysteria of some about the consequences of a possible no-deal exit.

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