Consumer Analyst and Portfolio Manager
• Insight
The future of fashion
As long-term investors, we think carefully about the impact of secular changes in consumer behavior on industries and individual companies. In this new white paper, we identify and analyze the secular trends that look set to have the biggest impact on the fashion industry over the coming decade.
Authors
Portfolio Manager
Danae Motta
Engagement Specialist
Portfolio Manager
The first chapter of this paper is dedicated to the topic of sustainability. We analyze five emerging trends that could unlock the transition towards a significantly more sustainable, fair and circular fashion industry. The second chapter explores how digitalization and the blurring of boundaries between physical and digital retail, are giving rise to entirely new product categories, business models and manufacturing methods.
In the third chapter, we look at casualization and personalization, two secular growth areas that accelerated during the pandemic and reflect consumers’ evolving lifestyles.
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Investing towards a sustainable fashion future
Our Fashion Engagement Equity strategy allows investors to capitalize on long-term growth opportunities in fashion and help drive its sustainability transition.
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