The don’ts are far more straightforward than the dos. Don’t buy retailers, banks, businesses with supply chains embedded into the European Union. Stay away from consumer goods suppliers, technology shares, airlines, estate agents and housebuilders; leave alone any company exposed to the variables of the British economy.
So where does the investor who is looking for four shares to tuck away in the portfolio and leave untouched for at least the next 12 months start?
First, the backdrop. In three months’ time Britain is due to leave the EU, chaotically or otherwise. Any investor must work on the assumption that Brexit will happen.
That places a large question mark over the UK’s economy, likely to suffer at the very least a short-term setback, even if