Page 1 - April ISQ 2021
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VOLUME 13 | ISSUE 2 | APRIL 2021




      INVESTMENT                                                                          LETTER FROM THE




    STRATEGY                                                                               THE LONGER-TERM MARKET
                                                                                         CHIEF INVESTMENT OFFICER
                                                                                         page 2


    OUARTERLY                                                                            IMPACT OF THE BIDEN

                                                                                         AGENDA
                                                                                         page 13
































          THE
          DOG THAT



           BARKED IN THE NIGHT?

                                                 page 6

















                         HOPE FOR                    GLOBAL                  STILL CORRECT TO BE
                         GROWTH IN                   ENERGY                  THIS EXCITED
                         THE UK                      TRANSITION              TOWARDS THE
                            page 4                      page 8               EMERGING MARKETS?
                                                                                page 11
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