• We are in a bit of a lull as the market awaits the full results season and how Covid 19 will play out over the next few weeks. • We are still getting signs of a disrupted economy in the short term as consumer health driven caution and lockdowns continue to impact on the global economy.• Positively, we continue to get the policy offset. President elect Biden’s stimulus plan gives further confidence to this so despite the current economic weakness, we still expect the global economy to have a stronger year than is currently forecast and this underpins our positive view on equities.

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