Being a pessimist by nature, my instinct is to be concerned that this Conservative government will not be able to effectively govern, and that we will end up with another General Election. Unfortunately I think that Jeremy Corbyn will continue to promise the young everything and anything he thinks they want, and on the back of his success this time around, he could easily win the next Election with disastrous results. My question is, should we be positioning our portfolios with that in mind now? And if so, how should we position it?

David Fuller's view

Thank you for these extremely important questions for many of us. 

We should definitely be thinking through our strategy for such an event. I do agree that a Corbyn victory at the next General Election would have disastrous results for the UK economy and stock market.  UK domestic companies would suffer more than multinationals.  

Depending on how concerned you are about an immediate risk, you could commence diversifying away from the UK.  You may be interested in some of the stock markets which I have shown in my Markets Now presentation above, on the basis that their current overall strength is a good indication that they will continue to outperform as the secular bull market progresses.