After Brexit, what awaits investors?

El Brexit It has been a real blow to the conscience of investors. Not for expected the news, so had less significance in the financial markets. To the point that their aptitude has become much more defensive to face their operations of buying and selling of shares. It seems as if the joy has disappeared from the main stock markets. No doubt Brexit may be a turning point in investors' financial relations.

Surely it has made you lose a lot of money in some of your operations, and despite the rebounds generated in the days following the now famous Black Friday of the European stock markets. But as many financial analysts warn, the central idea of ​​discouragement comes from a fundamental problem in the community's economic policies. And what is worse, this scenario that has happened in Great Britain could have continuation in other countries of the European Union (EU).

Not surprisingly, what is being put on the table is the very continuity of the European Union. And after the non-British, the eyes of the markets are on other markets, some of them with great specific weight in the old continent. And that can ruin the idea of ​​monetary and economic union in this important part of the world.

Where can they be repeated?

Once the effects of Brexit on the economy have been discounted by equities, the next step is to calibrate which are the most sensitive countries to develop new consultations to decide whether or not to belong to the community institutions. There are several that are under this scenario, and it will be very convenient that you take them into account to correctly plan your investments. And if it will be prudent for you to have open positions in equities.

In fact, any change in the old continent can mean a very important loss of your personal capital. You will have to come to the conclusion that many euros are at stake from now on. And any decision on whether or not to belong to the EU will have an extremely important impact on your interests as a small investor that you are.

Within this general context, it will be time for you to identify those nations that financial markets around the world will be watching, and not just Europeans as might initially be thought. This information of special relevance will help you to channel your savings more optimally. And even to subscribe the most appropriate financial products for each occasion.

It is about time to know the centers of power that could follow the path taken by the English. Some you may already have in mind, but others will be a big surprise for you. With stock markets that they move many millions of titles every day, and they are a reference center for some of the big investors, including those on the other side of the Atlantic.

France: next in the dominoes

The main concern of the financial markets is centered on the possibility of a popular consultation, with similar characteristics to the English one. It is not far-fetched for the markets. A political force in favor of leaving the EU it is at the top of the voting polls of the neighboring country. And next year the decisive presidential elections will take place. And that if they were won by the National Front, it could lead them to promote another referendum.

Do not forget that France is already the second economy of the continent, and any such decision would have a very strong impact on the equity markets. Without ruling out a global collapse in the stock markets. And that in the case of the Spanish would have a more pronounced effect. Not surprisingly, it is a scenario that is already being contemplated by some economic agents.

Holland opens up to this possibility

It is a case very similar to the French one, although without counting on the specific weight that the French economy contributes. Although the main concern stems from the contagion effect on other economies of the European Community. Also the big investors are pending on what can develop in this European country. With a very important company in the European selective, especially bank and oil companies.

It has a stock market that is not one of the strongest on the continent, but that despite everything can influence how the movements for your money will be to start a new popular consultation of these characteristics. Therefore, you should not underestimate this new scenario that may occur in the Netherlands. With general elections for next spring, and on which this political decision will depend.

Scandinavian countries

Another of the scenarios where the referendum could take place corresponds to the countries of this geographical area, especially Denmark and Finland. A political scenario similar to that of the previous cases develops. And that can finally culminate with the celebration of a referendum to dictate the exit or not of these countries from the community area. In a period of time not excessively distant, and in view of the fear of the financial markets that they could imitate the English example.

Austria: fear of investors

The Central European country is another candidate to leave the Union. With the presidential election just around the corner, and where the party that defends this position stands as the favorite of the Austrians' preferences. Although the most dangerous effect, in the opinion of financial analysts, is the possible contagion to Germany of these exclusive ideas. Not surprisingly, these forces are also gaining ground in the leading economy of the old continent.

Without forgetting - of course - the tougher positions being taken by former members of the eastern bloc (Poland, Czech Republic, Slovakia or Hungary, among others). And that can give more than a scare to community aspirations from now on. Forming a very complicated chessboard that can affect the evolution of equity markets, and by extension investors.

Market reaction

If new popular consultations are carried out on leaving the European Union, there is no doubt that the reactions of the different financial markets would be more than forceful. Affecting practically everyone, without exception, from fixed income to variable. And that will end up involving your money, depending on where you have it invested and what are its terms of permanence. These are some of the scenarios that could be considered, and that it is convenient that you keep them in mind to channel your investments from now on.

• Generalized fall of the European stock markets that could be immersed is a downward spiral of difficult solution. To the point that you could lose a lot of money in your positions, although if you open reverse positions the trend would vary, until you benefit from this new scenario.
• Public debt, especially that of peripheral countries, would lose all its attractiveness, reaching levels that are very dangerous for your interests as an average investor. You would have no choice but run away from these financial assets If you do not want the balance of your personal assets to be significantly reduced.
• The risk premium of Spain, and by extension of the other peripherals I would go back to really worrisome novices. And its effects would have very negative effects on all financial markets, not just those coming from equities.
• As a consequence of these actions, your decision to place the savings in a financial product would be very problematic. They will not be without serious problems so you can make your savings profitable. Even the most normal thing would be that you lose part of them.

What refuge values ​​will you have?

Within this very problematic scenario, you will have many interferences to protect the capital in safe products that give you some profitability. It will be an almost impossible mission that you can carry out. Although, in the worst case, you will have some safe haven values ​​that will be very suitable to shelter your financial contributions. Do you want to know what these financial assets will be? Well, take note, in case it is necessary to hire them from now on.

Gold: it is the safe haven value par excellence for investors, and which behaves positively in the most unfavorable moments of the economy. Not in vain, its price is not stopping to rise since the beginning of the year, and it seems that it will continue in the same trend. In fact, it is one of the few financial assets that have appreciated after Brexit in Great Britain.

The German bond: another of the great beneficiaries of this new scenario. The reason is because large investors seek refuge for their capital. And one of the safest is this, due to the reliability of the German economy, and which carries over to its reference bond.

Within the stock exchanges, very few stocks could develop positive behaviors in the financial markets. But between them, the best responses will come from the most defensive stock sectors. Preferably electricity, food and anti-cyclical companies, you will be the ones that come out better from this change in international relations.

In any case, you will always have the option of staying in liquidity to avoid more than one disappointment in your investments. And being very attentive to any business opportunity that is generated in the financial markets, and that will undoubtedly appear at any time. Prudence will be the common denominator by which your actions will be governed if a scenario similar to that which has occurred in Great Britain occurs, in one of the worst weeks of equities.