Themes 2020

ESG

How do you expect climate change to impact US and global investments?

ESG initiatives and the physical risks imposed by climate change are increasingly important investment considerations, resulting in a growing focus on the externalities supporting transition to a lower carbon economy. In the coming years, we expect ESG and climate change to play a material role in assessing the risks and overall attractiveness of portfolio investments, potentially bolstered by financial regulators. Meanwhile, these factors continue to gain momentum in driving consumption and purchasing decisions, even prompting strategic changes around supply chain and working capital. Asset managers will continue to pressure valuation multiples for companies that are out of step.

What we’re watching:
  • EVs
  • Re-commerce
  • Ride-sharing
  • Supply chain evolution
  • Renewable energy growth
Themes 2020

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

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1/4

Investment dollars deployed in US using ESG screening methodologies

$12T

Sustainable, responsible and impact investing assets in the US

70

Pounds of clothing and textiles thrown away by average US citizen each year

72%

Survey respondents age 18-34 indicating social impact & sustainability as an important part of brand purchasing decisions

Research

Podcast

Street Cred Ep 9 | Ad Com for COVID-19: Vaccines Likely to Underwhelm

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Video
Hands of a consumer entering credit card information onto a smartphone
Ahead of the Curve®

Gen Z & Millennials are Driving Digital Transformation & Sustainability

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Video
Ahead of the Curve®

eCommerce Disruption

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Conferences & Events

Virtual

Feb 09, 2021

42nd Annual Aerospace/Defense & Industrials Conference

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Virtual

Dec 14, 2020

7th Annual Networking Summit

Virtual

Dec 03, 2020

2020 Energy Conference

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