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Global Consumer Trends 2021

As new generations come of age, consumer behavior is changing around the world. Our Consumer Trends strategy focuses on the major shifts that are currently shaping consumers’ spending preferences globally. Our aim is to uncover the structural winners of these changes. This year we are paying specific attention to 1. Digital Transformation of consumption 2. Emerging middle class and 3. Health and well-being

  • Caring economy

    Health and well-being concerns are becoming increasingly prominent in consumer spending. It is one of the key focus areas for our Global Consumer Trends strategy in 2021.

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  • Trends event

    2020 was a year like no other. It was also pivotal for trends investing. In our Digital Explore event, our investment experts shared their vision on the trends of tomorrow.

    Find out more
  • Strategy

    The global consumer trends strategy is one of our flagship strategies which invests in the structural winners within the consumer industry.

    Find out more about this strategy
Performance YTD
Performance 3Y
Total size of fund
Morningstar

The value of the investments may fluctuate. Past performance is no guarantee of future results.

Watch recent webinar

Leveraging the future: the global consumer trends that are here to stay
  • During this webinar, Jack Neele, portfolio manager of the Global Consumer Trends Equities strategy, and Ed Verstappen, client portfolio manager, discuss how the fund targets the winners of tomorrow that are also winning today. They give an update on what they’re looking for in the megatrends of digitalization, health and well-being, and the rising middle class in emerging markets.

    Watch replay
  • By the end of the session, we have covered:

    • How the portfolio has been updated to reflect the current investment climate
    • The structural trends that are expected to continue beyond Covid-19
    • Positioning for the future of commerce, the caring economy, and luxury goods

Why invest in the Global Consumer Trends strategy?

Let us explain in 3 minutes.

Do you want to know more about trends & thematic investing?

Download our Big Book of trends and thematic investing

The Big Book of trends and thematic investing
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Portfolio Managers

Webinar

Watch the replay of the Global Consumer Trends webinar with Jack Neele and Ed Verstappen

Watch replay

Related insights

Read more insights about consumer trends

View all insights

Related insights

Read more insights about consumer trends

View all insights
The future of food and wellness – watch the discussion
The future of food and wellness – watch the discussion
Healthy appetites are a thing of the future, according to these trend investors
11-05-2021 | Video
Value vs. growth in trends – watch the debate
Value vs. growth in trends – watch the debate
Trends investing is often characterized by a growth approach.
30-04-2021 | Video
Trends: Here today, here tomorrow – watch the show
Trends: Here today, here tomorrow – watch the show
We explore the power of trends in this fast-paced multimedia event, featuring investment research and debate.
15-04-2021 | Video
Game on – addressing the social impact of gaming
Game on – addressing the social impact of gaming
Gaming has been one of the few winners of Covid-19, as people stuck at home took to their consoles.
07-04-2021 | Insight
The ‘caring economy’: Resilient growth in uncertain times
The ‘caring economy’: Resilient growth in uncertain times
Health and wellbeing concerns are becoming increasingly prominent in consumer spending decision making.
01-04-2021 | Insight
Consumer trends in 2021: The future of commerce and the caring economy
Consumer trends in 2021: The future of commerce and the caring economy
The Covid-19 pandemic suddenly accelerated some of the shifts our Global Consumer Trends strategy aims to benefit from.
21-01-2021 | Insight
Why do ‘quality compounder’ stocks always look impossibly expensive?
Why do ‘quality compounder’ stocks always look impossibly expensive?
Trends investing focuses on the structural winners of secular growth trends, better known as ‘quality compounders’ – quality growth stocks able to compound shareholder value on a consistent basis.
08-01-2021 | Insight
Picking structural winners in a changing world
Picking structural winners in a changing world
Trends like digitalization are accelerating tremendously during this pandemic.
15-10-2020 | Product webinar
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