2020 was a year of opportunities and challenges as the world faced continued geopolitical uncertainty against the backdrop of an unprecedented global pandemic. As economic growth starts to normalise after the pandemic-induced shock in 2020, we have identified five investment opportunities and potential risks that should be carefully monitored in 2021.
Opportunity one: Covid-19 could be crushed. The vaccination programme could be more successful than expected. With more supply coming onto the market in Q1 if Johnson & Johnson’s one-shot vaccination is successful, a 90% efficacy for a number of vaccines might bring herd immunity faster than expected. The economies of Europe, the UK and the US would be the most notable beneficiaries if this were the case.
