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Uncovering the quality compounders of consumer trends

Uncovering the quality compounders of consumer trends

10-03-2020 | Insight

Structural growth trends in consumer spending offer attractive investment opportunities. But what trends should investors focus on? And what type of companies should they look for within the selected trends? In a nutshell, they should aim for the structural winners, better known as ‘quality compounders’ –growth stocks able to compound shareholder value on a consistent basis.

Speed read

  • It is possible to identify structural winners of consumer trends
  • We focus on three main trends using a clear, rigorous process
  • Our new publication explains this process

Uncovering these quality compounders is obviously easier said than done. Yet our Global Consumer Trends Equities strategy shows it is possible to identify the structural winners of far-reaching shifts in consumer spending, in particular the advent of digital technologies or the rising middle class in emerging economies, in a consistent fashion.

How is that possible? Well, we apply unique approach focuses on three main trends – the digital consumer, the emerging consumer and strong brands – using a clear, rigorous four-step investment process. But that’s just the very short answer. If you d’ like to learn more on how we search for the quality compounders of Global Consumer Trends, all you need to do is download our publication.

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Consumer trends 2020
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