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Keep an eye on the pound and trust in quality shares

The UK government finances are in a perilous state and Phil has added more overseas quality names to the Fantasy Sipp
Keep an eye on the pound and trust in quality shares
  • UK government finances are in a perilous state
  • Investors should keep an eye on the value of the pound and gilt yields
  • New additions to the Fantasy Sipp portfolio

Markets have been fairly flat this week, although there is plenty to reflect on given the state of the UK government finances and the challenges for investors positioning their portfolios amid a tough time for the economy. 

The UK government will announce its spending review and will show the perilous state of its finances not just in 2020 but for many years ahead. Big tax rises look to be inevitable and this has the potential to depress consumer spending. The value of the pound and gilt yields need to be closely watched.

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