Three solid stocks to ride the UK’s rapid recovery

Professional investor James Henderson of the Lowland Investment Company, picks three of his favourite UK stocks that he thinks will benefit from the post-pandemic recovery.

Even before the Covid-19 pandemic struck, the UK had lagged behind the global economy for several years. Arguably, this was largely due to a lack of productivity growth as a result of companies' low capital expenditure.

Moreover, the Brexit-induced uncertainty meant that projects companies may have had in the pipeline were put on hold. Then, when Covid arrived and rapidly spread throughout the country, the British economy contracted faster than its major counterparts.

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James Henderson is fund manager at Henderson UK Equity Income fund.