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UK Equity Income Bulletin

Rising Covid-19 infection rates and Brexit headlines created volatile market dynamics in December. James and Clive provide their latest thoughts. 

  • James Lowen
  • Clive Beagles
04 Jan 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • Market dynamics were volatile in December as rising Covid-19 infection rates and Brexit headlines ahead of the deal being announced created swings in sentiment. 
  • Underneath the surface of that volatility there was a continued rotation away from growth stocks towards certain value sectors. 
  • We firmly believe that investors should look through what should be the last Covid economic pothole and concentrate on which stocks will pick up from a strong economic recovery after Q1 2021.
     

Disclaimer

For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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