The Brexit deal together with the COVID-19 related lockdowns have a negative impact on the UK economy in general, but its private markets seem to be able to hold the lead as far as investment activity is concerned. Wilshire’s discretionary portfolios have very limited exposure to UK-companies vulnerable to the Brexit deal and we remain generally more concerned with the consequences of the global pandemic than this new trade deal. In this article, we seek to discern how COVID-19 is spurring on several trends, magnifying some obstacles, but also creating new opportunities.
