One of my greatest pandemic epiphanies has been for the British economy. One that has increasingly become services-based yet left behind in the global technology war.
Our largest companies represented by the FTSE looks every bit as much the archaic legacy as our awkward colonial history. There is a huge disconnect then between current populous concerns over unemployment, recession fears, supply chains and retirement funding gaps; versus allocation of capital decisions being taken by UK boards and asset managers today. Clarion call for critical thinkers: A cure for group-think Yet our economy is both circular and open. Past decisions have interpreted this as grounds to globalise allocations to capture higher growth rates and diversify country spe...
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