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Expert briefings
AlphaSense
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August 14, 2020
3 min read
This week, Hiral Patel, Head of Sustainable & Thematic Investing at Barclays, was interviewed by AlphaSense on the post-COVID market. Patel covered Barclays’ 2030 thematic roadmap, backed by research from over 40 sector analysts, industry experts, and listed companies.
Source: Barclays: Sustainable & Thematic Investing: 2030 Thematic Roadmap: COVID Lens. To see the full report, log in to AlphaSense.
Barclays’ 2030 thematic roadmap plots 150 trends across six paradigms, including Technology & Innovation; Consumer, Food & Retail; Industrial, Manufacturing & Transportation; Health & Modern Science; Energy & Environment and Society & Culture.
To assess how the pandemic could impact the future pathway of each trend, Patel explained that Barclays Research grouped each trend into three categories: COVID acceleration (accelerated time frame/ larger market opportunity), steady state (unlikely to be impacted by the pandemic), and COVID deceleration (slower time frame/ smaller market opportunity).
Within COVID acceleration, there were five key themes that emerged from their analysis:
HealthTech & Consumer Health
Regional Supply Chains & Industrial Automation
Online Learning & Flexible Working
Sustainable Travel & Public Safety
Digital & Internet Connectivity
To read the full report (or to read more Barclays Research), login to AlphaSense, or start a free trial. To access the full webcast, please explore our Expert Briefing Series.
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