Magazine - 30 Jun 2016

Agenda

• Brexit: did markets get it right?

  Pricing low likelihood, high impact events is tough

• GDP forecasts straddle recession

• Victoria's Brexit insulation

  Flooring manufacturer weaves positive Brexit narrative

• Pharma avoids Brexit woes

  Profitable commercial-phase companies should avoid volatility issues

• Tech currency boost

  Several UK businesses may benefit from weakening sterling

• Investment trusts to thrive in current market

• Gilts hit record low

• CMA probe results in

  UK energy supply market ripe for disruption

• Glanbia’s a safe haven

  Global nutrition group offers portfolio ballast

• Compass is on track