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.

Vivien Azer, The Green Rush Needs To Make Good On Its Promise

Research

Podcast

FutureHealth Podcast Series

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Video

How Do You Rethink Retail?

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United States Capitol Building at sunset - Washington, DC, USA

The Coronavirus Stimulus Loan Guide for Businesses

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Events

Boston, MA

Nov 30, 2020

3rd Annual Boston Cannabis Conference

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National Harbor, MD

Nov 13, 2020

4th Annual Immuno-Oncology Next Summit

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New York, NY

Oct 15, 2020

9th Annual MedTools Conference – Answers Unlocked