Where would you invest in this post Brexit world?

Hello,

I have some cash to invest mid-term( 2 years ). Where would you put it after the Brexit? More precisely, what are the equities markets you would invest in right now? What else than equities?

I don't want european equities and I live in Switzerland.

 

Long FTSE 100 / Short FTSE 250
Long Gold / Short Industrial Metals
Long USD
Long US Bonds

 

sydney property. get behind most potent wealth generator.

 

I was actually just looking into equities lastnight trying to find some ideas on where to put cash.

 

What about emerging markets?

 

Do some research on how macro economics affects assets.

For example, a stronger USD will hit oil prices, lower oil prices will mean that economies and industries that consume oil should do better (relative to those that don't) Emerging markets are typically less indebted than western economies so should experience larger growth when the cycle turns.

<crystal ball>
Unfortunately IMHO it looks like the cycle is turning the other way, i.e. a US recession is looming
</crystal ball>

 

some gld, maybe some reit's, lots of cash.
short some stocks

 

I want to buy UK reits but no idea how much % is the tax for foreigners

 

IUKP - ISHARES UK PROPERTY ETF quoted on LSE.
No stamp duty tax when purchasing, unlike property stocks.

 

I see, how about tax for gain from price raise and dividend? Tax for ETF is different from Riets in UK?