• Firstly, Bernard highlights that we had agreement to a fiscal stimulus package in the US. Some details are still being argued over, but it is an important measure to get passed. • Secondly, there is a Brexit deal in place. Here also there are details to be worked out but we have avoided a messy situation and that is a positive.• Taken together, these are supportive of growth and markets in the year ahead amidst short term volatility with this latest COVID surge which will undoubtedly cause some market turbulence in the early part of 2021.

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