As the Covid-19 vaccine rollout gathers pace, the stage is set for a global economic bounce-back in the second half of 2021. Will pent-up demand for shopping save the high street, or turbocharge the ascendancy of Amazon, Shopify and DoorDash? Which consumer trends that emerged during lockdown are here to stay? Can business travel recover the momentum lost to Zoom and Slack? Does Big Oil have a future? Is space really the new investment frontier, or just one of the investment fads and fashions of the Covid-19 lockdown? And having beaten the pandemic early, is Asia permanently on top, or will investors discover new value in a Europe that’s betting on a greener future?

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