I am attaching a link to our recording of the interview about Brexit with Tony Blair sponsored by JPMorgan. The interview is top down in nature, but very worthwhile in that it provides significant insight into what is ahead. To bring it all down to our earthly portfolio considerations, it is going to take years for the UK to extricate itself from the EU, if it ever fully does, plenty of time for businesses to adapt. After an understandable knee jerk reaction, the market seems to get it as well.
Here is the link: https://twmltd.sharefile.com/d-se881cdefa8147129
You can skip forward to minute 14 on the video; please forgive the office chatter prior to that.
Bruce P. Thompson