“A lot of sectors are overvalued - infrastructure, commodities - and these are the areas that could be exploited in the downside in the short-term”, says Tim Harrison, Head of Wealth Management at Linear Investments while explaining his outlook for the markets.

Harrison shares his opinion on the issue of Scottish referendum and explains how Brexit is going to be a net positive in the long run. “I am a big bull on the UK”, he says.

Is UK a safe haven? - Listen to full segment.

markets#trading#equities#stocks#US#UK#macro#fundamentals#investing