The time is right to buy UK equities. These stocks have a “political risk” discount at the moment: a markdown on their value in light of uncertainty over Brexit. But this discount is too big, and we see multiple drivers that will make it shrink.
现在是买入英国股票的好时机。眼下这些股票存在“政治风险”折扣：鉴于英国退欧的不确定性，英国股票的价值被低估。但这个折扣现在太高，而我们看到有多个驱动因素将收窄这个折扣。
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