N+1 Singer Monthly Macro Update - May 2021

Episode 8,   May 21, 2021, 08:27 AM

N+1 Singer Chief Economist, Jamie Constable, 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. Jamie highlights the importance of the healthcare sector for the UK and global economies.N+1 Singer Chief Economist, Jamie Constable, 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. Jamie highlights the importance of the healthcare sector for the UK and global economies.

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)

https://www.voxmarkets.co.uk/articles/n-1-singer-monthly-macro-update-may-2021-5398e6b
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