SBGSY - Schneider Electric: An ESG-Focused Outperformer

• Schneider Electric hosts a bullish ESG investor day event, featuring positive bottom line and sustainability implications.
• With the company's ESG focus leading it into areas that should benefit in a post-COVID-19 world, I see an improved medium to longer term outlook.
• Backed by steady cross-cycle top-line growth and a solid margin expansion path, Schneider looks set to outperform.
• Shares should also continue to benefit from ESG-related flows, further boosting the multiple expansion prospects.

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