EDUCATING

SUPPORTING

REPRESENTING

www.charteredaccountants.ie

‘The ramifications of Thursday’s Brexit

Leave vote on Ireland and on global

financial markets’

Ian Slattery

Zurich

Agenda

• Review of short-term market effects

• Analysis of issues over the medium term

• How should investors and companies react?

Returns 24 June – Selected Markets

Source: Bloomberg, Goldman Sachs Global Investment Research

Friday 24 June

Performers on the Day

Source: Bloomberg

World Equities in EUR Terms

Source: Bloomberg

03/06/2015 - 29/06/2016

29/06/2015 - 29/06/2016

FTSE 100 in Local Terms

Source: Bloomberg

VIX Index29/06/2015 - 29/06/2016

Source: Bloomberg

02/01/2015 - 29/06/2016

10 year German Bund

Source: Bloomberg

08/07/2011 - 29/06/2016

Spanish/German 10 year spreads

Source: Bloomberg

30/06/2014 - 29/06/2016

ISEQ Index

Source: Bloomberg

Exports of goods and services to UK, % GDP

Source: Thomson Reuters Datastream, Credit Suisse

Punt/GBP

Source: Bloomberg

31/07/1996 - 29/06/2016

European Election Timetable

Source: Credit Suisse, Zurich

Percentage of companies with dividend yield>corporate bond yield

Europe 600 Index

Source: Factset, Datastream, Goldman Sachs Global Investment Research

Indicative Top-Down Investment Process

Source: Zurich

QUESTIONS?

THANK YOU

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Zurich Life Assurance plc is regulated by the Central Bank of Ireland.

Email: ian.slattery@zurich.com

Website: www.zurichlife.ie