Church House Investment Management, fund managers Rory Campbell-Lamerton and Fred Mahon talk to Proactive London's Katie Pilbeam about their investment strategy.
With the vaccine rollout, both are 'bullish' on the UK economy, with a particular interest on 'consumer, domestic spending'.
They highlight what they believe is a stored up £150bln worth of household savings, expecting a 'flurry of spending' from people ready to go to the pub, restaurants and travel'.