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Streaming is the future of media
Streaming is the future of media
Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
23-07-2020 | Consumer trends
Covid-19 driving trends: a foot on the brake or the accelerator?
Covid-19 driving trends: a foot on the brake or the accelerator?
The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.
13-05-2020 | インサイト
Online meal delivery: Growth potential intact despite Covid-19 headwinds
Online meal delivery: Growth potential intact despite Covid-19 headwinds
The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
28-04-2020 | Consumer trends
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | ビデオ
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
New year, new investment ideas?
21-01-2020 | Consumer trends
5G: the next generation mobile data highway
5G: the next generation mobile data highway
Who is best positioned to benefit from 5G?
06-11-2019 | リサーチ
‘With tech companies we need to be very vigilant’
‘With tech companies we need to be very vigilant’
In our latest podcast, portfolio manager Jack Neele talks about the tricks of the trade in trends investing.
20-09-2019 | ポッドキャスト
Buying cheap is an expensive business
Buying cheap is an expensive business
One of the most frequent questions I have been asked in recent years concerns valuation.
09-09-2019 | Column
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | インサイト
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | インサイト
Consumer trends in 2018: platforms, payments and playing games
Consumer trends in 2018: platforms, payments and playing games
Low unemployment, rising wages and high consumer confidence should propel global consumption in 2018.
29-01-2018 | インサイト
Strong brands: Ticket to strong performance
Strong brands: Ticket to strong performance
In a world of exploding product choice, consumers increasingly need to cut through the noise to make informed purchasing decisions.
07-10-2016 | リサーチ