Connected and sustainable: the post-pandemic consumer

The state of the consumer is stronger than in previous inflationary cycles and we believe this will continue to support the investment themes of digitalisation and sustainability in the retail sector.

In this launch issue of Futureturns – our new quarterly report on investment thematics and trends in equity markets – we examine the strength of the post-pandemic consumer, as well as structural shifts in consumer behavior that we believe will support a number of growth opportunities, going forwards.

Key points:

• Pandemic-related restrictions have forced a shift towards digitalisation and at-home consumption at the expense of business models based on out-of-home purchases. Digital and connected transactions are sustainably taking a larger share of consumers’ wallets.
• Evidence points to more environmentally aware consumers who are embracing sustainability in their daily lifestyles. This has accelerated over the course of the pandemic.
• A return to normality may favour a cyclical rebound in the travel and hospitality sector, but risks remain due to the potential emergence of covid variants and new restrictions. Pent-up demand, especially for services, could see a strong recovery under the right conditions.

Please click the link at the top of the page to download the first edition of Futureturns.

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