Income Boosters: Moneysupermarket makes progress
One year ago, many of the companies in our Income Boosters portfolio were still in the early stages of coming to terms with impact of the pandemic. We think it's probably fair to say the situation today is considerably better than the worst-case scenarios which seemed plausible 12 months ago.
Remarkable progress with the vaccine rollout will hopefully allow the UK and many other developed markets to return to normal over the remainder of the year. We suspect that post-pandemic normality will be broadly unchanged from what went before, but the transition period could still deliver some challenges.
Fortunately, we believe the companies in our portfolio are in decent shape weather this period, with good liquidity and solid profitability. At this time, we don't see…
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