The surprise, decisive victory of Prime Minister David Cameron's Tories could be great news for U.K. stocks.
"We were anticipating that we'd get a huge amount of political uncertainty after the election because no one major party would have the seats to form a majority in the House of Commons," said Oliver Harvey, a currency strategist with Deutsche Bank.
"That hasn't materialized—we've had a decisive result. So I think the focus can shift immediately back to the U.K. economy and macroeconomic fundamentals. And I think those are very supportive for the U.K. at the moment," Harvey said Friday on CNBC's "Power Lunch."
"I think the U.K. economy is doing very well," he continued. "So I do think this will be relatively supportive for sterling and other U.K. assets."
It's been a good, if not exceptional, year for U.K. stocks. Through Friday's close, the FTSE 100 index is up 5 percent—more impressive than the 's 3 percent gain, but dwarfed by the 17 percent rally in the Euro Stoxx 50. But Harvey's analysis would suggest that U.K. risk assets will start to see better relative performance now that the dark cloud of a complicated election cycle has passed.
David Seaburg, head of equity sales trading at Cowen, agrees that the result is a "positive."
"From a U.S. perspective, am I going to invest or continue to invest in Europe? Absolutely! It's a comforting vote, in my opinion, to really help drive asset prices higher across the U.K. and in Europe," he said.
"I'm pretty bulled up about it," Seaburg added.
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