It is already clear that the COVID-19 pandemic will trigger lasting changes in our collective patterns of working, consumption, and the way companies do business.
Of course, the pandemic is not the only transformative event in living memory, but what perhaps sets it apart is the speed of the disruption that it will likely bring about. Changes in behaviour that might otherwise have taken decades to play out may now occur much more quickly.
This can be a fertile environment for investors who are able to identify the key structural themes and the specific companies that are best placed to exploit them.
In our latest research paper, ‘Thematic equity investments for a post-pandemic world’, we present five themes that we believe will drive socio-economic trends, now and in the future:
- Environmental challenges
- Disruptive technology
- Healthcare innovators
- Consumer innovators
- The energy transition