【英文】巴克莱报告：未来10年全球投资主题路线图（46页）

英文研究报告 2021年03月16日 06:01 管理员

COVID-19 will clearly be a defining event for 2020-30 as an investment decade. We have seen the Build Forward Better mantra being used increasingly across the investment community when assessing the resilience of recovery plans. Encouragingly, sustainability has been a key factor within such discussions, with many public companies announcing plans centred on a green recovery. While we agree that the pandemic provides a powerful opportunity to recover better, we also believe it provides an additional opportunity to reconsider the future course of emerging trends. Emerging trends may need to be redirected or reversed… The UN’s Shaping the Trends of Our Time report in September 2020 considers the nature of post-COVID recovery and argues that it must not be a recovery back to what we had before.

The pandemic provides an opportunity for society to reorient trends towards more sustainable pathways, which in our view suggests many of the emerging trends within our 2030 Thematic Roadmap may need to consider additional factors in the near term to successfully deliver meaningful impact in the long term. For example, while we view the Rental & Sharing Economy as a clear long-term investment trend, in light of the pandemic will the underlying market opportunities within this need to pivot their business models to consider how hygiene may impact consumer behaviour going forward? Another example is our view on Digital Detox and the need for the technology industry to better consider screen time and overall digital wellbeing. Our reliance on digital has naturally increased during the ongoing lockdowns, and thus our long-term view on Digital Detox will likely decelerate relative to our prior expectation.