Health care innovation reaches warp speed
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Health care innovation reaches warp speed Revenue of remote patient monitoring devices Global telemedicine market size Sources: Industry & government data, Kagan estimates, Standard & Poor’s. Data compiled June 2020. Sources: Capital Group, Global Market Insights, Statista. As of 4/30/20. Forecast includes impact of COVID-19. Values based on USD. Values based on USD. © 2020 2021 Capital Group. All rights reserved. 4
Gaming and streaming content provide strong value for consumers
Average cost per user (per event in USD)1 Duration (hours)2
3
1
3
2
1 For 2018–2019 season. Source: Barrystickets.
2 As of October 2018. Source: Business Insider.
3 As of July 2019. Source: Jefferies.
4 Cost per month of standard U.S. Netflix subscription as of June 30, 2020. Source: Netflix.
© 2020
2021 Capital Group. All rights reserved. 11It’s not just about technology companies. It’s about being tech-enabled.
Cumulative returns in 2020
SHAPE UP VIRTUALLY BUY CARS REMOTELY “JUST DO IT” DIGITALLY
500% 250% 60%
Peloton Interactive Carvana Nike
Planet Fitness CarMax Skechers
400% 200% 40%
150%
300% 20%
100%
200% 0%
50%
100% –20%
0%
0% –50% –40%
–100% –100% –60%
Jan Mar May Jul Sep Nov Jan Mar May Jul Sep Nov Jan Mar May Jul Sep Nov
Source: Refinitiv Datastream. As of 12/31/20. Returns are total returns in USD.
© 2020
2021 Capital Group. All rights reserved. 20European utilities are among the leaders in renewable energy capacity
Renewables as a % of total energy capacity
Source: Capital Group. Estimates are for fiscal year 2020 as of 11/18/20.
© 2020
2021 Capital Group. All rights reserved. 6Electric vehicles expected to hit the fast lane
Electric vehicle fleet worldwide (millions units)
300
All-electric vehicles
250 Plug-in hybrids
200
150
28% annualized growth
100
50
0
2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Source: IEA, Electric vehicle stock in the EV30@30 scenario, 2018–2030, IEA, Paris. Data for 2020–2030 are forecasts, provided by IEA.
© 2020
2021 Capital Group. All rights reserved. 8Distribution of COVID vaccinations has accelerated
Daily U.S. vaccine doses administered (seven-day moving average)
1,800,000
1,600,000
1,400,000
1,200,000
1,000,000
800,000
600,000
400,000
200,000
-0
12/26/2020 1/3/2021 1/11/2021 1/19/2021 1/27/2021 2/4/2021 2/12/2021
Sources: Capital Group, Our World in Data, Oxford University, Refinitiv Datastream. As of 2/12/21.
© 2020
2021 Capital Group. All rights reserved. 3Pent-up demand for travel and entertainment
Domestic airline passengers (change from previous year)
20%
China –6.3%
0%
–20%
–40%
U.S. –60.9%
–60%
–80%
–100%
1/19 3/19 5/19 7/19 9/19 11/19 1/20 3/20 5/20 7/20 9/20 11/20
Sources: Capital Group, Bloomberg, Bureau of Transportation Statistics. China data is through 11/30/20. U.S. data is through 12/31/20.
© 2020
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