Investing in an ESG World
Market forces, rather than government mandates alone, are now powering the switch from fossil fuels to renewables and Citi analysts believe the investment case for renewables just became even more compelling.
2021 Annual Outlook
An Improving Base Case
In the short term, “COVID-cyclicals” appear attractive for a potential recovery and rotation and global small and mid-caps could catch up. Over the longer-term, Citi analysts are in favor of “unstoppable trends” such as the Rise of Asia, Increasing Longevity and Digital Disruption. A new long-term theme is the rising importance of climate change and ESG investing.