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Jamie Constable’s Monthly Macro Update – May 2021

Jamie Constable, Partner and Economist at Singer Capital Markets, offers his monthly macro update. Jamie discusses the sectors that continue to be upgraded post lockdown, the expected rise in M&A activity and how he believes domestic equities are still the best place for investment.

What’s happening in the UK economy? (start)
Where is the £:$ exchange rate heading? (03:47)
How should investors interpret today’s M&A boom (06:12)
Will the Indian coronvirus strain derail the economic recovery? (07:27)
What’s types of asset & stocks to own? (10:27)
Where are the opportunities in the forthcoming ‘golden era’ of healthcare? (13:12)

 

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