Research
Visual Overview

Quarterly trends reports Q4 2020

  • Public Equity
  • Multi Sector
  • Global

This infographic provides statistics and data from our Q4 2020 Quarterly Trends Reports. To access any of the individual Sector Reports, click on the relevant button below.

Consumer Sector

What’s going out while we’re staying in

My estimation is circa 2,000 pubs will be lost from the industry over the next 12-18 months, probably nearer 18 months

Former director at Punch Taverns Ltd
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Utilities Sector

New frontiers in green energy

There’s a degradation of performance of those [geothermal] steam wells over time. That degradation rate can be in the range of 4-5%, it can be also as high as 7% or 8% per year.

Senior executive at Aboitiz Power Corp
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Healthcare Sector

The final stretch for vaccines

The size of the total vaccine industry now... is probably about 10 billion doses of throughput a year... These numbers [projection of vaccines manufactured] suggest significant growth, almost doubling by the end of 2021.

Former Director at Gavi, The Vaccine Alliance
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Industrials Sector

Cyber security and space high on US defence radar

Somewhere between two-thirds and 80% of the new-starts you see right now, within the next two to four years, are either going to vanish entirely or be swallowed up. It’s just an extraordinarily difficult business to stay in.

Former VP at Raytheon Co
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Materials Sector

Digging into agriculture trends

US agricultural exports infiscal year 2021 are projected at USD 152bn, up USD 11.5bn from the August forecast, driven by higher soybean and corn export values.

Outlook for US Agricultural Trade: November 2020, USDA
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TMT Sector

What’s going out while we’re staying in

In 2018... [in the US] there were over 90m households subscribing to multichannel video programming distributors, the cable satellite TV distribution, now it’s under 80m.

Former C-level executive at AMC Networks Inc
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The information used in compiling this document has been obtained by Third Bridge from experts participating in Forum Interviews. Third Bridge does not warrant the accuracy of the information and has not independently verified it. It should not be regarded as a trade recommendation or form the basis of any investment decision.

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