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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. ....
Nick Train: Our returns have lagged as economic and investor confidence recovered Events If you already have an account please use the link below to sign in. If you have any problems with your access or would like to request an individual access account please contact our customer service team. London Stock Exchange 30% drop hits returns Finsbury Income & Growth s manager Nick Train Finsbury Growth & Income Trust proved defensive in difficult circumstances but as the economy reopens some safe havens are underperforming, according to portfolio manager Nick Train. The fund s outperformance last year was generated during a period when markets were weakest and concerns about the pandemic were high, with the UK strategy beginning to underperform right around the time of the vaccine announcements in Q4 2020 - a theme that has spilled over into 2021. ....