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)