Stocks to play two big growth themes of 2021

TL;DR

The top stock themes for 2021 include renewable energy, robotics, and the continued growth of ESG investments.

Transcript

with me today i have david jane fund manager at premier mine responsible for running a number of multi-asset funds including premier might and cautious multi-asset hi david nice to see you again hi lee well i mean looking ahead to 2121 as as you know all the investors do it this time of year are there any sort of top stock picks for the year ahead ... Read More

Key Insights

• 🤩 Governments worldwide are actively promoting stocks in renewable energy and infrastructure investment, making it a key theme for the coming years.
• 🥺 The decoupling from China is leading to increased investment in robotics and labor-saving capital equipment in developed countries.
• 💗 ESG investments have continued to grow in popularity and are expected to be a long-term investment theme for the coming decade.
• 👾 Rating agencies, such as Moody's and Morningstar, are benefiting from the growing ESG industry and offer investment opportunities in this space.

Questions & Answers

Q: What are some top stock themes for 2021?

The top stock themes for 2021 include renewable energy and infrastructure investment promoted by governments, as well as the growth of robotics and labor-saving capital equipment due to the decoupling from China.

Q: How has the popularity of ESG investments changed over the past year?

ESG investments have become increasingly popular, with more investors and clients showing an interest in this theme. It continues to be a long-term investment theme, despite current trends in banks and energy.

Q: Are there any specific stocks related to the long-term ESG theme?

Rating agencies, such as Moody's, Morningstar, and S&P, are a good way to play the ESG theme. They provide services to the growing industry and have experienced additional growth due to the need for ESG ratings.

Q: Is the digital economy expected to have strong growth in 2021?

The digital economy may not see as much growth as renewables and robotics in the coming years. Government support and the decoupling trend make renewables and robotics more promising investment themes.

Summary & Key Takeaways

• The shift from monetary policy to aggressive fiscal policy worldwide is leading to a strong trend of governments promoting stocks in areas such as renewable energy and infrastructure investment.

• The decoupling from China and bringing production back to developed countries will increase investment in robotics and labor-saving capital equipment.

• The growth of ESG investments continues, with more investors and clients interested in this theme, underlying many portfolio decisions.