After a tumultuous 2020, where do we go in 2021? It is tempting to think that we are now out of the woods, with the arrival of a shiny new year. I am optimistic longer term, but in the shorter term UK business has a thin trade deal with the EU to contend with that is undoubtedly going to cause disruption and costs for many sectors (manufacturing, food & drink, services etc) while, despite the initiation of a vaccine programme, COVID continues to surge in the UK. It’s going to be a tricky few quarters and the economy is likely to be more than usually sensitive to governmental financial support. So against this backdrop, we are presenting our ‘12 for 21’. More than ever, there is no particular theme this year. We have simply looked for the companies that potentially offer strong upside, be it from organic growth, restructuring, M&A, the trend towards ESG or promising emerging therapies. Happy New Year!
Raymond Greaves, Head of Research
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