Portfolio management to lead gains in 2022

Rising income, pent-up demand for travel to support gains

Pent-up demand to account for revenue gains from both business and leisure travelers

Post-pandemic uncertainty to support demand in near term

Streaming services to see fastest growth

Recovery from pandemic declines to drive growth in near term

Ad spending on audio/video streaming services to see strong gains

Above-trend demand in 2021 as families stayed home, spent stimulus funds

Supply chain issues, fuel costs will weigh on shipments in near term

Expanding solar energy applications to further bolster gains