Economic Q&A replay: the economy, markets, currency, retail and property in 2021
17 December 2020
From vaccines to Brexit and elections to currency. What does 2021 have in store for the UK?
null | 60 min video | 60 min podcast
13 Jan 2021
While some companies have stoutly navigated the pandemic despite the early panic, others will be left with deep scarring. Covid-19 has been the ultimate stress test for business resilience and supply chains, while accelerating digitisation and automation trends.
Defence manufacturers profited from increased spending under Trump, but it is expected the status quo will largely remain under a Biden administration – despite calls from radical Democrat voices for cuts.
Ben Bourne, head of capital goods research
“We are looking into an altered landscape, companies will need to demonstrate their business models have evolved and adapted.”
With 15 years of experience in equities, I joined Investec in 2018 to head up the industrials team. From 2010, I led UK Capital Goods research at Liberum. Coverage encompassed companies in Aerospace & Defence, Industrial Engineering, Electrical Equipment, Support Services and Tech Hardware sectors. Prior to that, I worked as the Industrials analyst at Oriel Securities after graduating with a BA (Hons) degree in Business & International Management from Oxford Brookes University.
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