Themes 2020

Cannabis

What developments do you expect to see in the cannabis industry in 2020?

We expect the cannabis industry to generate $85B in US sales in 2030. However, the nascent legal cannabis industry faces challenges as it evolves into the mainstream, despite encouraging consumer and political trends. Increased demand has been balanced by supply shortages and slow retail rollout in Canada.

Growing adoption of THC and CBD products in the US, along with political advances toward legalization, have been offset by concerns around vaping-related illnesses and a persistent illicit market. Incidence trends lead us to believe these headwinds will become positive catalysts as this global sector evolves from infancy. However, investors should expect volatility matching the disruptive size and potential of the cannabis industry in 2020 and beyond.

What we’re watching:

  • Profitability
  • Canadian Cannabis 2.0
  • Retail rollout
  • Illicit market
  • Vaping issues
Themes 2020

15 Themes to Focus on 2020: A Handbook for Portfolio Managers

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Well-rationalized scale, profitable operations and optionality through M&A are key value drivers for meaningful upside.

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Research

Ahead of the Curve®

Liquid Biopsy: Early Detection of a Huge Investment Opportunity

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Video
Ahead of the Curve®

Small and Medium Business Payroll Software Survey

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Ahead of the Curve®

Why We Are Optimistic on COVID-19 Vaccines and Therapeutic Antibodies

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Events

Virtual

Nov 30, 2020

3rd Annual Cannabis Conference

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Virtual

Nov 13, 2020

4th Annual IO Next Summit

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Virtual

Nov 05, 2020

2020 Post-Election Forum

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