According to the International Renewable Energy Agency, to remain below the Paris Climate Agreement target of 2°C, the global power sector will need to be transformed to embrace renewable sources of energy.
Automation also has an important role to play in bringing customers previously reliant on e-commerce back into stores. Customers who had a positive experience with in-store automation said they would be willing to shift.
The first members of the millennial generation, born in 1980, will turn 40 in 2021. In the US, there are about 80m millennials with a spending power that was projected to reach $1.4 trillion in 2020.
Platform companies are the fast-growing group of “born digital” enterprises that are reshaping the global economy and transforming how we work and live, from where we stay on holiday to running business operations systems in the cloud.
Health & Wellbeing
The Health and Wellbeing market has had to change during the global pandemic as consumers under lockdowns or partial lockdowns have had to adapt with limited or no access to gyms, fitness studios and other high-touch wellness-related activities.
Real Estate & Infrastructure
What will emerge from this pandemic are more resilient, inclusive and sustainable cities, which could focus on large scale investment in public housing, to help alleviate some of the inequalities seen across urban centres today.
Covid Impact: The Covid-19 pandemic has created significant challenges for the world’s ageing population.
The Service Economy
The service economy was one of our themes that was hit hardest during Covid, and we now expect this theme to bounce back hard in 2021.
The Explosion of Data
The Explosion of Data remains an important theme for us and growth continues to be driven by the move towards a digital economy and changing preferences in the way individuals access information.
Views and Analysis
Mirabaud’s Lifestyle, Impact and Innovation private equity fund invests in disruptive young businesses destined to be the lifestyle leaders of tomorrow. As we start thinking about the shape the global economy will take after the pandemic, now is the perfect time to consider which shifts in consumer behaviour will prove transitory – and which will stick. Long Zhou takes the temperature of the premium lifestyle sector in a post-pandemic world.
Views and Analysis
Last week the UN Climate Change Conference (COP26) came to its climax. To mark the event, Sustainable Global Equities Research Analyst John Kisenyi has put together a four-part series of articles where he considers where the conference’s agenda intersects with ESG investing, and explores the risks and opportunities investors face as they engage with stakeholders on the journey to a more sustainable posture.