With the UK facing the prospect of the sharpest drop in economic activity for more than 300 years, now seems a challenging time to be searching for growth.
Covid-19 and the measures taken to contain it have caused an extraordinary level of operating losses, debt accumulation and dividend cancellation across the UK equity market.
Amid the increasingly sobering economic projections and single issue news coverage, it is easy to become blinkered.
While a global crisis in which large swathes of the world's population have been locked down will, inevitably, leave some companies floundering, others are likely to emerge stronger than before.
At the time of writing, UK equity benchmarks have fallen by approximately one-third from their year-to-date highs.
At the time of writing, UK equity benchmarks have fallen by approximately one-third from their year-to-date highs.
In recent years, investors have faced two major sources of political risk when considering UK assets: the possibility of a hard Brexit and the prospect of a more radically left-leaning government.