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Powering past pandemic fatigue: Who will be the winners from the UK s lockdown lifting? The sectors to watch out for Rory Bateman of Schroders The UK continues its steady emergence from lockdown. Shops, gyms and outdoor hospitality reopened in April, with hotels, cinemas and indoor dining now following suit. All being well, further restrictions could be lifted in June. The lockdowns of the last year have undoubtedly benefited online grocers and food delivery services. But we have reached a crucial moment for the economy and for companies. This is the moment where we find out the extent of pandemic fatigue and the degree to which consumers are willing to get out and spend. ....
Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain. During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond. The managers will identify where they are seeing the biggest opportunities and risks at the moment in emerging markets and explain the role their strategies could play in client portfolios. Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points ....