Some thoughts on markets and investment trust performance. My own thoughts will alternate with more Q and As with leading professional investors in the weeks ahead.
Too much bullishness
I wrote this heading before the weekend news of the new virus strain spreading rapidly across the UK, which has resulted in new lockdown measures, travel restrictions inside the country and the banning of travel to many Continental countries. For the UK in particular, still crawling in crablike fashion towards the end of the Brexit transition period without as yet putting a signature to an EU trade deal, this...
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