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.
The analysts at Kepler Trust Intelligence have produced more than half a million words in the last twelve months. It is fair to assume that a good ten percent of those were anticipating (too early, and for the third year running) a market rotation to value, while at least another ten percent were Callum predicting famine and economic collapse in China, rocketing wheat prices or the demise of Tesla.
As this weary year, the death of which few (except perhaps vendors of PPE) will mourn, draws to a close we look back on some of those words and highlight the articles which, in the opinion of our analysts, stand out most.
Personally, I think the debate between fresh faced young Turk Will ‘Slobbers’ Sobczak and wily old fox William ‘Billy Amory’ Heathcoat Amory back in January must be given credit for its combination of razor-sharp accuracy, blithe confidence and truly, massively, epic understatement.
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