Jonathan Brown, Fund Manager, Invesco Perpetual UK Equities
As a believer in the UK’s recovery I have been investing in businesses with exposure to the spending habits of the UK consumer and in this recovery there has been an unusual connection between the wealth of the consumer and the Government’s deficit. So, as I examine the contributory parts of the nation’s debts I attempt to reveal why this recovery has not been as effective in reducing the deficit as expected.
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