Confusion Over Brexit Complacency; Concern Over UK Real Estate

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Mark Melin
Published on
Updated on

HSBC and its institutional clientèle are confused. After an unprecedented level of fear was generated surrounding the Brexit vote, how is it that the stock market is so positive? But that’s not the only concern HSBC’s institutional clients are pondering. What are the limits, if any, of “unconventional monetary policy?” Will the once laughed prospect of "helicopter money" become a reality in Japan? The US looks like the "safest haven," but is it oversold?

HSBC regional weighting

Clients are exhausted about Brexit but want to talk about UK real estate

There is apparent “exhaustion” regarding...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.