31-03-2021 · Product video

Uncovering the structural winners of consumer trends

Global consumer spending is not just growing. It is also constantly evolving. Our Global Consumer Trends strategy aims to benefit from the investment opportunities arising from these changes, with a unique investment approach that aims to uncover the structural winners of powerful long-term trends shaping consumer spending.

These are high quality businesses with valuable intangible assets, low capital intensity, high competitive advantages and superior returns on capital have historically delivered above average returns while offering downside protection. In an environment characterized by slower global growth, low yields and lower expected equity returns, our approach delivered strong and consistent outperformance over the years.


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