
Is it time to cash in on a potential recovery?
When the news of successful vaccines first broke just before Christmas, travel and leisure- related...
Simon Brazier, manager of Elite Rated Ninety One UK Alpha, talks us through recent fund decisions, Brexit and gives his 2021 outlook for UK equities. Simon starts by explaining the funds four “buckets” [0:17] before giving his investment case for EasyJet [2:46], Burberry [3:50] and the London Stock Exchange [4:23]. The second half of the interview focuses on what Brexit means for the UK [6:05] and the outlook for the UK economy in 2021 [7:00].