Markets hate uncertainty. Investors don’t invest. Or they fear and sell. Then a dam of money builds up, waiting for a new home to find yield.

Well, since Friday, the dam has burst. The FTSE 100 posted a big rally. Leading British companies saw their market value jump £50bn.

One key piece of uncertainty for our portfolio has been the UK election and the Brexit plan. We now know — give or take wrangling with the EU — more of what we may get. Boris Johnson won the largest majority since Thatcher’s 1987 landslide. Giving him a mandate for his deal…

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