by Bill O’Grady
The May 7th elections in the U.K. shocked pollsters, who had predicted a hung parliament. Instead, the Conservatives (Tories) won an outright majority of seats in the legislature, allowing the party, led by David Cameron, to form a government without a coalition.
In this report, we will begin by recapping the election results and discuss the campaigns and what they may indicate for future U.K. policy. An examination of the impact of the election will follow, beginning with an analysis of the geopolitics of Britain and ending with how the election affects the country’s geopolitical situation. As always, we will conclude with potential market ramifications.
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These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.