Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Shirley Jackson’s short story ‘The Lottery’ describes a community which comes together once a year to take part in a ritual which brings their society together in the hope of a good harvest. A little common purpose would be a splendid thing for the United Kingdom at this time, though perhaps stoning a random person to death would raise eyebrows among the more health and safety conscious among us – even Telegraph readers.
Still, sometimes there is something to be said for standing out with the crowd (ill-advised though it may be in the above context), and in this spirit we provide some brief, probably outlandish predictions for 2021 below.
These are not things we necessarily consider likely, merely events where we consider the probability to be above 0 and the potential implications to be huge.
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