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Professional Investor - Netherlands
5 july 2024

UK Election Impacts - Labour’s (not so unexpected) Majority

The results of the UK general election yesterday will have come as little surprise to anyone, with public opinion polls having accurately predicted a Labour majority government after 14 years of Conservative rule. Whilst Labour are not expected to make wholesale changes to policy in the short-term (surprises may still come over the longer-term), they face an uphill struggle to achieve their domestic policy aims given the budgetary tightrope they are going to need to walk.

Download the article below to explore the impacts of the recent UK election results, including:
  • Market impact muted with outcome already priced in
  • UK fiscal outlook will remain challenging
  • Further clarity still required over Labour’s policy on pensions
Download the article
Disclaimer 
Disclaimer Van Lanschot Kempen Investment Management NV (VLK Investment Management) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This document is for information purposes only and provides insufficient information for an investment decision. No part of this document may be used without prior permission from VLK Investment Management. This document does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. The opinions expressed in this document are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.
 
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Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.