Three British investments to profit from the post-pandemic bounce

There is ample opportunity for investors to make handsome returns as economic activity rebounds. Here, professional investor Alex Harvey of Momentum Global Investment Management picks three British investments to do just that.

There have been sizeable gains in stockmarkets since last year’s Covid-19-induced lows, but there remains ample opportunity to make handsome returns as economic activity rebounds. Yes, some of the low-hanging fruit has been picked (and much of it from the floor), but as a long-term investor I’m thinking beyond the next year, compounding returns into the future.

British equities are benefiting from a double tailwind: a more positive post-Brexit outlook and the strong performance of cyclical sectors since the discovery of the vaccines heralded an economic recovery. Factor in the UK’s successful vaccination programme and our prospects look as good as they have for some time.

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Alex Harvey is a portfolio manager at Momentum Global Investment Management