In the second part of our video exclusive, Mark Barnett he explains why he won't be buying Lloyds in a hurry.  

While many of his peers have snapped up shares in the bank on the hope that it will offer rich dividends after returning to private ownership, Barnett remains leery. 

Instead Invesco Perpetual's UK equity head - who admitted he was a little frustrated with recent underperformance in part 1 - sees more exciting income opportunities elsewhere. 

He also outlines how a different types of Brexit could impact his investment thinking.