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2.5% growth, tax cuts and Solvency II
Several planned tax cuts
UK locked into higher deficits
Worst half year since 1997
Tactical opportunities
Entered bear market
Worst in G20 bar Russia
Clouds on horizon
Five key themes to dominate next 12 months
Solar energy specialist NextEnergy Capital has attracted a total of $896m for an investment trust focusing on the solar infrastructure sector in what has been labelled as a "momentous" fundraise.