In our latest webinar, Jack Neele, portfolio manager of the Global Consumer Trends Equities strategy, and Ed Verstappen, client portfolio manager, will discuss how the fund targets the winners of tomorrow that are also winning today. They will give an update on what they’re looking for in the megatrends of digitalization, health & well-being, and the rising middle class in emerging markets.
By the end of the session, we’ll 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