The six long-term winners I'd buy for a post-Covid-19 world

Professional investor William Meadon of the JPMorgan Claverhouse Investment Trust picks six solid stocks that have held up well through lockdown and will benefit from a wider economic recovery.

We see light at the end of the tunnel following the Covid-19 pandemic. While there are still significant hurdles to face before “normal” life can resume, we are optimistic that the long-term outlook for the UK is one of sustained growth.In the short term, growth may be uneven as markets across the globe begin to find their feet. British stocks are well placed to benefit from this wider recovery, although residual Brexit headwinds remain.

We believe that many of the key drivers and themes that have accelerated over the past year, such as online retail and home improvement, will remain in place. We therefore remain focused on the long term, seeking out companies with strong balance sheets, consistent cash generation and resilient business models.

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William Meadon is manager of the JPMorgan Claverhouse investment trust.