The government will outperform its own budget and growth
estimates for both 2020 and 2021. Michael Knox explains why.
Our Best Ideas represent our most preferred sector exposures and
companies that offer the highest risk-adjusted returns over a 12-month time frame.
Available now – with reporting dates, stock recommendations
and comments from our Research team.
We walk through the key themes we expect to play out this month,
plus look at the COVID-19 implications for the economy.
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